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 Cam Investor Solutions
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 |
|---|---|---|---|---|---|
| Alyssa Rose Hinojosa Calhoun | Dimensional Fund Advisors LP asset manager | Cam Investor Solutions independent RIA | Other | Jun 14, 2021 | Jun 2, 2021 |
| Sarah Jo Contino | Ameriprise Financial Services, LLC national BD | Cam Investor Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2018 | Jul 13, 2018 |
| Marc Anthony Jimenez | Mclean Asset Management Corp. other | Cam Investor Solutions no RAUM | Other | Jan 6, 2017 | Jan 5, 2017 |
| Josh David Lozow | Ghp Investment Advisors Inc other | Cam Investor Solutions no RAUM | Other | Dec 13, 2016 | Aug 23, 2017 (253 d) |
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4 moves match.