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 Chimera Wealth
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 |
|---|---|---|---|---|---|
| Carlton Case Ellis | Nobles & Richards Advisors, LLC state registered | Chimera Wealth state registered | Other | Mar 26, 2025 | Nov 13, 2024 |
| Salvador Barrales Abarca | Ameriprise Financial Services, LLC national BD | Chimera Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 9, 2020 | Dec 22, 2020 (166 d) |
| Antone Steven Bulich | Next Financial Group, Inc. independent RIA | Chimera Wealth state registered | RIA to a state-registered adviser | Nov 16, 2018 | Dec 22, 2020 (767 d) |
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3 moves match.