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 Conifer Bay Capital 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 |
|---|---|---|---|---|---|
| Lindsay Ann Guido | Creativeone Wealth, LLC independent RIA | Conifer Bay Capital LLC state registered | RIA to a state-registered adviser | Apr 16, 2021 | May 6, 2021 |
| Benjamin James Armstrong | Curi Capital, LLC other | Conifer Bay Capital LLC state registered | Other | Mar 31, 2017 | Apr 13, 2017 |
| Kevin Michael Burke | Credit Suisse Securities (USA) LLC other | Conifer Bay Capital LLC state registered | Other | Feb 25, 2005 | Dec 14, 2020 (5771 d) |
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3 moves match.