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 Cynosure Advisors
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 |
|---|---|---|---|---|---|
| Richard Keith Taylor | Cynosure Group, LLC asset manager | Cynosure Advisors other | Other | Dec 31, 2022 | Aug 2, 2016 |
| Herbert Eugene Scruggs | Cynosure Group, LLC asset manager | Cynosure Advisors other | Other | Dec 31, 2022 | Aug 2, 2016 |
| David Reed Hunter | Partners Group (USA) Inc. other | Cynosure Advisors institutional | Other | Dec 31, 2015 | May 2, 2018 (853 d) |
| Christopher Hal Neddo | Allspring Global Investments, LLC other | Cynosure Advisors no RAUM | Other | Oct 12, 2009 | Mar 15, 2016 (2346 d) |
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4 moves match.