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 Loomis, Sayles & Company, L.P.

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
Katherine Elizabeth Phillips	Loomis, Sayles & Company, L.P. other	Aristotle Capital Management, LLC other	Other	May 27, 2026	Aug 14, 2026 (79 d)
Kelly Anne Davidson	Loomis, Sayles & Company, L.P. other	Blackrock Investment Management, LLC other	Other	Jan 2, 2026	Jan 23, 2026
Jessica Mcinnis Hill	Loomis, Sayles & Company, L.P. other	Nuveen Asset Management, LLC mixed wealth	Other	Jul 11, 2025	Sep 17, 2025 (68 d)
David Gerard Sowerby	Loomis, Sayles & Company, L.P. other	Ancora Private Wealth Advisors, LLC independent RIA	Other	Aug 28, 2019	Feb 24, 2026 (2372 d)
William J. Averill	Loomis, Sayles & Company, L.P. other	Aristotle Capital Management, LLC other	Other	May 21, 2015	Oct 26, 2015 (158 d)
James Lawrence Carroll	Loomis, Sayles & Company, L.P. other	Pointe Capital Management LLC other	Other	Oct 2, 2013	Feb 11, 2014 (132 d)
Mark Andrew Shank	Loomis, Sayles & Company, L.P. other	Natixis Advisors, LLC other	Other	Oct 2, 2008	Apr 3, 2006
Karen Lynn Mcclintock	Loomis, Sayles & Company, L.P. other	Natixis Advisors, LLC other	Other	Oct 2, 2008	Apr 12, 2006
Michael Edgar Shade	Loomis, Sayles & Company, L.P. other	Boston Financial Trust Advisors, LLC unclassified	Other	Oct 2, 2008	Dec 8, 2010 (797 d)
Robert Gilmore Ix	Loomis, Sayles & Company, L.P. other	Crestwood Advisors LLC other	Other	Aug 19, 2005	Jun 20, 2007 (670 d)
Jeffrey William Wardlow	Loomis, Sayles & Company, L.P. other	Deroy & Devereaux Private Investment Counsel, Inc. other	Other	Jul 16, 2004	Apr 6, 2010 (2090 d)
Michael Joseph Madison	Loomis, Sayles & Company, L.P. other	Deroy & Devereaux Private Investment Counsel, Inc. other	Other	Oct 23, 2003	May 28, 2003
Laree Estes Perez	Loomis, Sayles & Company, L.P. other	Deroy & Devereaux Private Investment Counsel, Inc. other	Other	Oct 23, 2003	Sep 17, 2015 (4347 d)

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13 moves match.