DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Chj Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew L Clark | Buckingham Strategic Wealth, LLC independent RIA | Chj Wealth Management independent RIA | RIA to RIA | May 17, 2023 | May 13, 2025 (727 d) |
| James Clark Carlton | LPL Financial LLC other | Chj Wealth Management other | Other | Aug 23, 2010 | Aug 20, 2010 |
| Scott Michael Hofferkamp | LPL Financial LLC other | Chj Wealth Management other | Other | Aug 23, 2010 | Aug 20, 2010 |
| Hunter A. Hernandez | LPL Financial LLC other | Chj Wealth Management independent RIA | Other | Aug 23, 2010 | Jun 7, 2022 (4306 d) |
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4 moves match.