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

Departures from Exchange Capital Management Inc

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.

AdvisorFromToTypeLeftRegistered
Michael Robert ReidExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Kevin Daniel McveighExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Jotham Zachary MonsmaExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Andrew David StewartExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Joseph Stephen CrowleyExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Daniella Maria AmoreExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Joel Harding Van BurenExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 18, 2025
Noah Scott MelquistExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 21, 2025
Daniel Joseph SmithExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 18, 2025
Benjamin SamoylovExchange Capital Management Inc independent RIALido independent RIARIA to RIASep 15, 2025Jul 18, 2025
Matthew James RossExchange Capital Management Inc independent RIALido independent RIARIA to RIAAug 5, 2025Apr 8, 2026 (246 d)
Matthew Charles FarrisExchange Capital Management Inc independent RIABond & Devick Wealth Partners independent RIARIA to RIAJun 14, 2024Sep 22, 2025 (465 d)
Patricia Kathleen SlocumExchange Capital Management Inc independent RIAArborfi Advisors, LLC no RAUMRIA to a newly registered adviserSep 17, 2019Sep 16, 2019
Thomas Jerome CostiganExchange Capital Management Inc independent RIAArborfi Advisors, LLC no RAUMRIA to a newly registered adviserSep 17, 2019Sep 16, 2019
Christopher R GeorgandellisExchange Capital Management Inc otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 5, 2016Oct 6, 2022 (2253 d)
Anthony Joseph DigiovanniExchange Capital Management Inc otherWhite Pine Investment Co independent RIAOtherMar 17, 2015Apr 16, 2020 (1857 d)
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16 moves match.