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 Csp 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.

AdvisorFromToTypeLeftRegistered
He MaLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJun 6, 2024Jun 10, 2024
Ethan Jon GruenkeVeritas Financial Services, LLC state registeredCsp Financial Group LLC no RAUMOtherApr 9, 2024Apr 17, 2024
Douglas Shattuck MillerLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherMar 21, 2024May 29, 2024 (69 d)
Kim-Ngon Trinh WickerMatson Money, Inc. mixed wealthCsp Financial Group LLC no RAUMRIA to a newly registered adviserNov 15, 2023Feb 12, 2024 (89 d)
Monica Michelle BoulterWeldon And Weldon Financial Coaching unclassifiedCsp Financial Group LLC no RAUMOtherSep 1, 2023Sep 13, 2023
Mandi Marie HeringKinghorn Law | Financial state registeredCsp Financial Group LLC no RAUMOtherFeb 8, 2023Mar 6, 2023
Craig Walter TompkinsCraig Tompkins Ria unclassifiedCsp Financial Group LLC no RAUMOtherSep 2, 2022Jul 24, 2023 (325 d)
Tonya Shyree WhiteLifepro Asset Management independent RIACsp Financial Group LLC no RAUMRIA to a newly registered adviserJan 21, 2022Jan 1, 2025 (1076 d)
Mark Vincent MollonLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJan 26, 2021Jan 25, 2021
Henry The LuongLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC independent RIAOtherJan 22, 2021Mar 3, 2026 (1866 d)
Michael Christopher PooleLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJan 22, 2021Jan 27, 2021
Charles Arthur PettitLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJan 20, 2021Nov 18, 2020
Mark Alan FlanaganLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC independent RIAOtherDec 1, 2020Mar 5, 2026 (1920 d)
Nicholas Ryan DerMML Investors Services, LLC otherCsp Financial Group LLC no RAUMOtherMay 5, 2017Jul 12, 2022 (1894 d)
Felicia Caldwell GopaulMissionsquare Retirement otherCsp Financial Group LLC no RAUMOtherSep 10, 2010Jun 11, 2021 (3927 d)
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15 moves match.