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 My Personal Cfo, 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 |
|---|---|---|---|---|---|
| Nathan William Dean Brown | Kimsa Asset Management LLC unclassified | My Personal Cfo, LLC independent RIA | Other | Apr 9, 2021 | Apr 20, 2021 |
| Keith Richard Dorney | Fisher Investments independent RIA | My Personal Cfo, LLC independent RIA | RIA to RIA | Sep 28, 2020 | Jan 29, 2021 (123 d) |
| Mark A Bernazzani | Brighton Jones LLC other | My Personal Cfo, LLC independent RIA | Other | Jan 5, 2018 | Jan 4, 2019 (364 d) |
Page 1 of 1
3 moves match.