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 Cheviot Value 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 |
|---|---|---|---|---|---|
| Paul Allen Matheson | Wedbush Securities Inc. BD affiliated | Cheviot Value Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2022 | Oct 1, 2022 |
| Linda Michelle Sherman | Clearbridge Investments, LLC mixed wealth | Cheviot Value Management, LLC independent RIA | RIA to RIA | Oct 7, 2020 | Apr 5, 2024 (1276 d) |
| Joy Prefer Cohen | Clearbridge Investments, LLC mixed wealth | Cheviot Value Management, LLC independent RIA | RIA to RIA | Oct 7, 2020 | Apr 5, 2024 (1276 d) |
| Dixon Karmindro | Raymond James Financial Services Advisors, Inc other | Cheviot Value Management, LLC other | Other | Oct 25, 2013 | Nov 6, 2013 |
Page 1 of 1
4 moves match.