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 Chequers Financial 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 |
|---|---|---|---|---|---|
| Eliot Charles Bares | Kom Wealth Management Group, LLC independent RIA | Chequers Financial Management LLC independent RIA | RIA to RIA | Jan 7, 2019 | Jan 8, 2019 |
| Megan Elise Gorman | Goldman Sachs Wealth Services, L.P. other | Chequers Financial Management LLC independent RIA | Other | Feb 25, 2013 | Mar 2, 2018 (1831 d) |
| David Jeung Ow | Cambridge Investment Research Advisors, Inc. other | Chequers Financial Management LLC independent RIA | Other | Dec 20, 2011 | May 26, 2026 (5271 d) |
| Edward James Kearney | Goldman Sachs Wealth Services, L.P. other | Chequers Financial Management LLC independent RIA | Other | Dec 8, 2011 | Oct 20, 2025 (5065 d) |
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4 moves match.