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 Wealth Group
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 |
|---|---|---|---|---|---|
| Eric Joel Agrimson | Edward Jones national BD | Cedrus Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2026 | May 1, 2026 |
| Christopher Albert King | II Technology, LLC independent RIA | Cedrus Wealth Group independent RIA | RIA to RIA | Jul 11, 2025 | Aug 19, 2025 (39 d) |
| Joseph Elias Bertilson | Raymond James Financial Services Advisors, Inc BD affiliated | Cedrus Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 23, 2025 | Mar 28, 2025 |
| Peyton Rider Chapman | Raymond James Financial Services Advisors, Inc BD affiliated | Cedrus Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 23, 2025 | Mar 28, 2025 |
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4 moves match.