DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Chrome Advisors
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 |
|---|---|---|---|---|---|
| Lisa Mireles Shinhira | Cullen Financial Advisors unclassified | Chrome Advisors independent RIA | Other | Dec 2, 2020 | Sep 11, 2026 (2109 d) |
| Virgilio Benedicto Cristobal | Sagepoint Financial, Inc. BD affiliated | Chrome Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 18, 2020 | Dec 1, 2020 (258 d) |
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2 moves match.