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 Financial Planning
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 |
|---|---|---|---|---|---|
| Melissa Carriles Biggham | Cambridge Investment Research Advisors, Inc. BD affiliated | Chesapeake Financial Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2021 | Sep 18, 2019 |
| Elizabeth M Bennett | Sagepoint Financial, Inc. other | Chesapeake Financial Planning independent RIA | Other | Nov 4, 2014 | Aug 18, 2016 (653 d) |
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2 moves match.