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 Chesapeake Capital 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 |
|---|---|---|---|---|---|
| Raymond Edward Mcfolling | The Mcfolling Financial Group unclassified | Chesapeake Capital Management, LLC state registered | Other | Jan 30, 2020 | Feb 5, 2020 |
| James Joseph Burkeitt | Concourse Financial Group Advisors other | Chesapeake Capital Management, LLC state registered | Other | Jun 16, 2017 | May 23, 2023 (2167 d) |
| Randy Howard Packett | Sageguard Financial Group, LLC other | Chesapeake Capital Management, LLC state registered | Other | Feb 7, 2017 | Jan 3, 2017 |
| Vincent J Silvestri | Sageguard Financial Group, LLC other | Chesapeake Capital Management, LLC state registered | Other | Dec 31, 2016 | Jan 3, 2017 |
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4 moves match.