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 Brentview Investment Management, 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 |
|---|---|---|---|---|---|
| Jeffrey Paul Chapracki | Morgan Stanley wirehouse | Brentview Investment Management, LLC mixed wealth | Wirehouse to independent RIA | Mar 30, 2026 | Apr 24, 2026 |
| Peter Mccarthy | Wells Fargo Advisors wirehouse | Brentview Investment Management, LLC mixed wealth | Wirehouse to independent RIA | Dec 24, 2019 | Aug 24, 2020 (244 d) |
| Cynthia Marie Aragon | Altegris Advisors, LLC asset manager | Brentview Investment Management, LLC other | Other | Oct 29, 2018 | Aug 27, 2019 (302 d) |
| John Astor Gomez | Santa Barbara Asset Management, LLC mixed wealth | Brentview Investment Management, LLC other | Other | Apr 26, 2018 | May 15, 2019 (384 d) |
Page 1 of 1
4 moves match.