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 Money & Clarity
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 |
|---|---|---|---|---|---|
| Frederick Charles Taylor | Triad Advisors, LLC BD affiliated | Money & Clarity state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 22, 2024 | Aug 21, 2024 |
| Daniel Lawrence Cuprill | Mpm Wealth Advisors independent RIA | Money & Clarity state registered | RIA to a state-registered adviser | May 7, 2018 | Jan 1, 2024 (2065 d) |
| Daniel Lawrence Cuprill | Matson & Cuprill, LLC unclassified | Money & Clarity state registered | Other | Jun 14, 2013 | Jan 5, 2013 |
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3 moves match.