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 Cloud Investments, 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 |
|---|---|---|---|---|---|
| Scott Alan Montes | Keel Point, LLC independent RIA | Cloud Investments, LLC independent RIA | RIA to RIA | Jan 31, 2024 | Jan 26, 2024 |
| Germi Lamar Cloud | Vann Equity Management LLC other | Cloud Investments, LLC independent RIA | Other | Jun 6, 2016 | Jun 6, 2016 |
| Don P Cloud | Vann Equity Management LLC no RAUM | Cloud Investments, LLC independent RIA | Other | Jan 14, 2016 | Jan 29, 2016 |
| Charles Harriman | Vann Equity Management LLC no RAUM | Cloud Investments, LLC independent RIA | Other | Jan 14, 2016 | Jan 29, 2016 |
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4 moves match.