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 Cedrus
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 |
|---|---|---|---|---|---|
| John Alex Maurer | Avera Capital Wealth Management independent RIA | Cedrus independent RIA | RIA to RIA | Feb 5, 2025 | Aug 21, 2024 |
| Adam Kenley Camacho | Avera Capital Wealth Management independent RIA | Cedrus independent RIA | RIA to RIA | Feb 5, 2025 | Aug 21, 2024 |
| Andrew Price Rhoads | Traction Financial Partners independent RIA | Cedrus independent RIA | RIA to RIA | Aug 28, 2024 | Aug 26, 2024 |
| Nicholas George Daniel | Kestra Advisory Services, LLC BD affiliated | Cedrus independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Aug 16, 2024 |
| Dustin Mcdonald | Cambridge Investment Research Advisors, Inc. BD affiliated | Cedrus independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2023 | Apr 3, 2023 |
| Byron James Dyck | Equitable Advisors, LLC national BD | Cedrus independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2021 | Nov 9, 2021 |
| Gerald A Clas | Equitable Advisors, LLC national BD | Cedrus independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2021 | Aug 3, 2021 |
| Mark Thomas Neely | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 2, 2021 | Jun 11, 2021 |
| Daniella Friend | First Trust Advisors LP asset manager | Cedrus independent RIA | Other | May 28, 2021 | Aug 22, 2023 (816 d) |
| Matthew Wayne Sharkey | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2021 | Jun 3, 2021 |
| Jeremy Frederick Fawcett | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 12, 2021 | May 27, 2021 |
| John Daley Haggar | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 5, 2021 | Jun 24, 2021 (50 d) |
| William Edgar Allen | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 13, 2021 | Apr 15, 2021 |
| Brandon Young Ho Lorenz | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 9, 2021 | Apr 7, 2021 |
| Tyler Joseph Graeve | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 7, 2021 | Apr 6, 2021 |
| Ryan Thomas Walls | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 5, 2021 | Apr 7, 2021 |
| John Alexander Scott, III | Equitable Advisors, LLC national BD | Cedrus no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 29, 2021 | Mar 5, 2021 (35 d) |
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17 moves match.