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 Bruton Chisnell Advisors, 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 |
|---|---|---|---|---|---|
| Peter Husted | Valmark Advisers, Inc. BD affiliated | Bruton Chisnell Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2026 | May 8, 2026 |
| James Marshall Bruton | Bruton Financial Advisors, LLC mixed wealth | Bruton Chisnell Advisors, LLC mixed wealth | RIA to RIA | Mar 30, 2018 | Mar 23, 2018 |
| Benjamin Culver Bruton | Bruton Financial Advisors, LLC mixed wealth | Bruton Chisnell Advisors, LLC mixed wealth | RIA to RIA | Mar 30, 2018 | Mar 23, 2018 |
| Michael Anthony Chisnell | Bruton Financial Advisors, LLC mixed wealth | Bruton Chisnell Advisors, LLC mixed wealth | RIA to RIA | Mar 30, 2018 | Mar 23, 2018 |
Page 1 of 1
4 moves match.