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 Birchbrook
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 |
|---|---|---|---|---|---|
| Catherine Mary Downey | Birchbrook independent RIA | Ampersand Investment Advisors state registered | RIA to a state-registered adviser | Feb 18, 2026 | May 14, 2026 (85 d) |
| Everett B Coulter | Birchbrook independent RIA | Corient independent RIA | RIA to RIA | Nov 29, 2022 | Sep 8, 2026 (1379 d) |
| Megan Anne Freedman | Birchbrook other | Advice And Planning Services BD affiliated | Other | Jun 9, 2014 | Dec 15, 2020 (2381 d) |
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3 moves match.