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 Csi Group Advisors, 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 |
|---|---|---|---|---|---|
| Thomas Patrick Campbell | Cadaret Grant & Co Inc BD affiliated | Csi Group Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 10, 2025 | Nov 18, 2025 (131 d) |
| Joseph Maniscalco | Park Avenue Securities LLC BD affiliated | Csi Group Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 5, 2025 | Jan 5, 2026 (334 d) |
| Jeffery J. Quinn | Park Avenue Securities LLC BD affiliated | Csi Group Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 22, 2024 | Jan 5, 2026 (532 d) |
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3 moves match.