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 Chacon Diaz & Di Virgilio Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Tyler David Chacon | Ernst & Young Investment Advisers Llp no RAUM | Chacon Diaz & Di Virgilio Wealth Management, LLC independent RIA | Other | Dec 26, 2017 | Jan 22, 2018 |
| Guillermo Eduardo Diaz | Summit Financial Group Inc other | Chacon Diaz & Di Virgilio Wealth Management, LLC independent RIA | Other | Nov 3, 2010 | Dec 3, 2010 |
| James David Divirgilio | Summit Financial Group Inc other | Chacon Diaz & Di Virgilio Wealth Management, LLC independent RIA | Other | Nov 3, 2010 | Sep 22, 2010 |
| Lisa Ann Chacon | Summit Financial Group Inc other | Chacon Diaz & Di Virgilio Wealth Management, LLC independent RIA | Other | Nov 3, 2010 | Sep 22, 2010 |
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4 moves match.