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 Fc Wealth Solutions 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 |
|---|---|---|---|---|---|
| Christopher Richard Combs | Cambridge Investment Research Advisors, Inc. BD affiliated | Fc Wealth Solutions LLC other | Other | Sep 18, 2024 | Sep 16, 2024 |
| Christopher Roger Cassiere | Shoker Investments independent RIA | Fc Wealth Solutions LLC other | Other | Jan 13, 2021 | Dec 11, 2020 |
| Christopher Richard Combs | Cambridge Investment Research Advisors, Inc. other | Fc Wealth Solutions LLC other | Other | May 31, 2017 | May 2, 2017 |
| Craig Robert Cavicchia | Northwest Asset Management other | Fc Wealth Solutions LLC other | Other | Mar 31, 2017 | Mar 2, 2017 |
| Michael Wayne Fickell | Osaic Fa, Inc. other | Fc Wealth Solutions LLC other | Other | Mar 8, 2017 | Feb 24, 2017 |
Page 1 of 1
5 moves match.