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 Craftwork Capital 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 |
|---|---|---|---|---|---|
| Cristina Munteanu | Motley Fool Wealth Management, LLC independent RIA | Craftwork Capital LLC state registered | RIA to a state-registered adviser | Aug 2, 2024 | Aug 2, 2026 (730 d) |
| Matthew Trogdon | Capital Investment Advisors independent RIA | Craftwork Capital LLC state registered | RIA to a state-registered adviser | Sep 3, 2021 | Oct 7, 2021 (34 d) |
| Ross Stefan Anderson | Motley Fool Wealth Management, LLC independent RIA | Craftwork Capital LLC state registered | RIA to a state-registered adviser | Jan 5, 2021 | Jan 14, 2021 |
| Daniel Saul Messeca | Motley Fool Wealth Management, LLC independent RIA | Craftwork Capital LLC state registered | RIA to a state-registered adviser | Jan 5, 2021 | Jan 14, 2021 |
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4 moves match.