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 Cutter Financial Group 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 |
|---|---|---|---|---|---|
| Ethan M Kapsambelis | On Investment Management Co BD affiliated | Cutter Financial Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 22, 2022 | Feb 15, 2022 |
| Todd Aaron Schneider | Vann Equity Management LLC other | Cutter Financial Group LLC no RAUM | Other | Mar 5, 2018 | Nov 9, 2017 |
| Gerald Joseph Robillard | Vann Equity Management LLC other | Cutter Financial Group LLC no RAUM | Other | Feb 21, 2018 | Oct 18, 2017 |
| Jeffrey Thomas Cutter | Vann Equity Management LLC other | Cutter Financial Group LLC no RAUM | Other | Feb 21, 2018 | Oct 18, 2017 |
| Susan Johanna Roman | Vann Equity Management LLC other | Cutter Financial Group LLC no RAUM | Other | Feb 21, 2018 | Oct 18, 2017 |
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5 moves match.