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 Hirtle & Co., 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.

AdvisorFromToTypeLeftRegistered
David Carl HenkelHirtle & Co., LLC otherJ.P. Morgan Securities LLC wirehouseOtherApr 9, 2025Nov 18, 2025 (223 d)
Nicholas Jon PopolizioHirtle & Co., LLC otherTownsquare Capital, LLC asset managerOtherFeb 11, 2025Mar 24, 2026 (406 d)
John Nikolas D'AnnaHirtle & Co., LLC otherHaverford Financial Services, Inc. asset managerOtherJan 10, 2025Feb 24, 2026 (410 d)
Conrad Thomas AdamHirtle & Co., LLC otherElgethun Capital Management independent RIAOtherJun 3, 2022Jun 3, 2022
Daniel Patrick GeraghtyHirtle & Co., LLC otherHaverford Financial Services, Inc. asset managerOtherJan 24, 2022Mar 1, 2022 (36 d)
Timothy TomalavageHirtle & Co., LLC otherMycio Wealth Partners, LLC independent RIAOtherJan 24, 2022Jan 25, 2022
Nicholas Ian CavanaughHirtle & Co., LLC otherRoble, Belko And Company, Inc. independent RIAOtherJul 23, 2021Jun 25, 2021
Philip Joseph CookHirtle & Co., LLC otherArax Advisory Partners independent RIAOtherMay 17, 2021Jun 27, 2021 (41 d)
Cody Lee RogersHirtle & Co., LLC otherCaptrust institutionalOtherApr 5, 2021Aug 9, 2021 (126 d)
Laurence GillstonHirtle & Co., LLC otherWealthcare Advisory Partners LLC independent RIAOtherDec 7, 2020Mar 18, 2021 (101 d)
Juan Manuel BuendiaHirtle & Co., LLC otherAsset Strategy Consultants LLC otherOtherJun 1, 2020Jul 1, 2021 (395 d)
Nicholas Gerard BucciHirtle & Co., LLC asset managerBlbb Advisors independent RIAOtherApr 16, 2019Apr 30, 2019
William Theodore CurranHirtle & Co., LLC asset managerPermit Capital Advisors, LLC independent RIAOtherOct 19, 2018Apr 13, 2022 (1272 d)
Daniel Bernard EaganHirtle & Co., LLC otherAlliancebernstein L.P. otherOtherJan 25, 2018Jan 17, 2018
Curt Randall ThompsonHirtle & Co., LLC otherGlobal Strategic Nextgen Ocio independent RIAOtherJan 4, 2018Feb 16, 2018 (43 d)
Nicholas Guido BotticelliHirtle & Co., LLC otherGlobal Strategic Nextgen Ocio independent RIAOtherJul 7, 2017Jan 14, 2025 (2748 d)
Christopher James RachfalHirtle & Co., LLC otherRgt Wealth Advisors otherOtherMar 6, 2017Mar 17, 2017
Bradley Dale SwinsburgHirtle & Co., LLC otherSmith & Howard Wealth Management, LLC otherOtherAug 1, 2016Aug 17, 2016
Janna Martinelli ForteHirtle & Co., LLC otherBarton Investment Management, LLC otherOtherMay 12, 2016Nov 2, 2016 (174 d)
Catherine Elise BockHirtle & Co., LLC otherSei Investments Management Corp otherOtherMar 30, 2016Apr 7, 2016
Robert Philip EdmistonHirtle & Co., LLC otherPnc Capital Advisors LLC otherOtherDec 10, 2015Feb 22, 2016 (74 d)
Terrence Michael HillHirtle & Co., LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 2, 2015Jul 11, 2016 (222 d)
Matthew William GrusekeHirtle & Co., LLC otherDominari Securities LLC otherOtherJan 16, 2015Jan 28, 2015
Donald J BirdHirtle & Co., LLC otherBird Financial Group LLC state registeredOtherDec 15, 2014Jan 10, 2025 (3679 d)
Mark Theodore KellyHirtle & Co., LLC otherRockwood Wealth Management, LLC otherOtherApr 30, 2013May 2, 2013
Patrick C. SouthHirtle & Co., LLC otherArax Advisory Partners BD affiliatedOtherAug 31, 2011Jun 25, 2026 (5412 d)
Cort Alan HaberHirtle & Co., LLC otherPeachtree Investment Advisors, Inc. otherOtherMar 2, 2010Aug 20, 2010 (171 d)
Samuel Peter VaranoHirtle & Co., LLC otherNext Financial Group, Inc. otherOtherSep 1, 2009Feb 4, 2010 (156 d)
Richard Walter StevensHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherJun 2, 2009Mar 29, 2010 (300 d)
David James LoganHirtle & Co., LLC otherLehman Brothers Inc. unclassifiedOtherJun 2, 2009Aug 3, 2006
Donald Edward CallaghanHirtle & Co., LLC otherGlobal Strategic Nextgen Ocio independent RIAOtherJun 2, 2009May 15, 2015 (2173 d)
Joshua Stirling GrossHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherJun 2, 2009Mar 17, 2010 (288 d)
Taylor Michael FairmanHirtle & Co., LLC otherApogee Wealth Management, LLC unclassifiedOtherMay 1, 2008Sep 12, 2008 (134 d)
Richard Jones Thompson LerchHirtle & Co., LLC otherPrudent Management Associates otherOtherJan 14, 2008Sep 18, 2008 (248 d)
Brian OvertonHirtle & Co., LLC otherJanney Montgomery Scott LLC otherOtherApr 27, 2007May 15, 2007
Richard Marsh LunsfordHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherSep 15, 2006Mar 17, 2010 (1279 d)
Michael Anthony PaciottiHirtle & Co., LLC otherPark Avenue Securities LLC otherOtherSep 14, 2004Jun 15, 2007 (1004 d)
Stacy Marie LinnemanHirtle & Co., LLC otherLincoln Financial Distributors, Inc. unclassifiedOtherJul 21, 2004Jan 25, 2005 (188 d)
Walter Corlett HarrisHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherJan 29, 2004Feb 8, 2011 (2567 d)
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39 moves match.