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 Chb Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Hamilton Brashier | Wells Fargo Advisors wirehouse | Chb Investment Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 3, 2021 | Jul 13, 2021 (40 d) |
| Debra T Jones | Wells Fargo Advisors wirehouse | Chb Investment Group, LLC independent RIA | Wirehouse to independent RIA | Jun 3, 2021 | Jul 26, 2021 (53 d) |
| Christopher Earl Lindenthal | Wells Fargo Advisors wirehouse | Chb Investment Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 3, 2021 | Jul 15, 2021 (42 d) |
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3 moves match.