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 Canopy 360 Wealth, 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 |
|---|---|---|---|---|---|
| Lance Montgomery Powers | Fsic other | Canopy 360 Wealth, LLC no RAUM | Other | Jul 23, 2018 | Aug 31, 2018 (39 d) |
| Jamie Gump Losito | Fsic other | Canopy 360 Wealth, LLC no RAUM | Other | Jul 23, 2018 | Aug 31, 2018 (39 d) |
| Russell Clay Lindsay | Symphonic Financial Advisors LLC bank affiliated | Canopy 360 Wealth, LLC no RAUM | Other | Jun 29, 2018 | Jul 10, 2018 |
| John David Cervellera | Cuna Brokerage Services, Inc. mixed wealth | Canopy 360 Wealth, LLC independent RIA | RIA to RIA | Apr 6, 2018 | Apr 28, 2022 (1483 d) |
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4 moves match.