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 Silver Bridge

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
Alicia Mary AndreSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Todd Christopher MillsSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Mark Vincent MathersSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Michelle Ann KnightSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Reed Thomas ManningSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 7, 2013
Sean Patrick CraganSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Lindsay Marie PazdanSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Derek Robert TamSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 7, 2013
Vincent Paul FranksSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Joseph Edmund PowersSilver Bridge otherBanyan Partners, LLC otherOtherAug 7, 2013Aug 13, 2013
Martim Luis De Arantes OliveiraSilver Bridge otherU.S. Bancorp Investments, Inc. otherOtherApr 11, 2013Aug 18, 2014 (494 d)
Paul Robert MatherwiezSilver Bridge otherSiharum Advisors, LLC otherOtherApr 8, 2013Sep 23, 2013 (168 d)
Erika Lavina PagelSilver Bridge otherBrown Advisory otherOtherJul 2, 2012Oct 23, 2012 (113 d)
Megan P Schaefer-CurranSilver Bridge otherBrown Advisory otherOtherJul 2, 2012Feb 4, 2013 (217 d)
Kelley Reilly WolfingtonSilver Bridge otherSei Investments Management Corp asset managerOtherMar 15, 2012Oct 16, 2019 (2771 d)
Deirdre Reilly PrescottSilver Bridge otherSandy Cove Advisors, LLC otherOtherNov 18, 2009Jan 28, 2010 (71 d)
Kimberly R ClouseSilver Bridge otherFiduciary Trust International, LLC otherOtherApr 23, 2008Jan 26, 2009 (278 d)
Jason Saeed MoradSilver Bridge otherCapital Formation Group, Inc. otherOtherSep 12, 2007Nov 20, 2009 (800 d)
David Stanley BeckwithSilver Bridge otherRinet Company, LLC otherOtherJun 10, 2005Dec 9, 2010 (2008 d)
Page 1 of 1
19 moves match.