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 Brandes Investment Partners, LP

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
Taylor HowardBrandes Investment Partners, LP otherNeuberger Berman Bd LLC no RAUMOtherSep 10, 2025Sep 5, 2025
Victor Jesus GonzalezBrandes Investment Partners, LP otherAmeriprise Financial Services, LLC national BDOtherNov 9, 2022Apr 21, 2025 (894 d)
William T HardenBrandes Investment Partners, LP otherEaton Vance Management asset managerOtherNov 12, 2021Dec 9, 2021
Kevin Gerard KellyBrandes Investment Partners, LP otherFisher Investments independent RIAOtherDec 2, 2020May 27, 2021 (176 d)
Trevor James SmallwoodBrandes Investment Partners, LP otherClinton Investment Management, LLC independent RIAOtherDec 2, 2020Apr 8, 2024 (1223 d)
Byron Parker JonesBrandes Investment Partners, LP otherCharles Schwab & Co., Inc. national BDOtherMar 25, 2019Apr 4, 2019
Christopher Marc BertinelliBrandes Investment Partners, LP otherMML Investors Services, LLC BD affiliatedOtherJul 3, 2018Aug 25, 2021 (1149 d)
Thomas Edward ZanellatoBrandes Investment Partners, LP otherNuveen Asset Management, LLC otherOtherJun 4, 2018Jun 22, 2018
Andrew Robert NugentBrandes Investment Partners, LP otherSage Capital Advisors, LLC otherOtherApr 23, 2018Jul 19, 2018 (87 d)
Lisa Marie GoodmanBrandes Investment Partners, LP otherReilly Financial Advisors independent RIAOtherFeb 2, 2018Dec 4, 2018 (305 d)
Mark Draper FlintBrandes Investment Partners, LP otherBeacon Pointe Advisors, LLC otherOtherDec 31, 2015Jan 6, 2016
William John DunnBrandes Investment Partners, LP otherWells Fargo Advisors wirehouseOtherAug 10, 2015Aug 14, 2015
Alphonse Ignatius ChanBrandes Investment Partners, LP otherNeosho Capital LLC otherOtherAug 21, 2013Aug 28, 2013
Joseph Phillip ArceBrandes Investment Partners, LP otherZermatt Wealth Partners otherOtherAug 21, 2013Jan 15, 2015 (512 d)
Constante Ross AbayaBrandes Investment Partners, LP otherT. Rowe Price Advisory Services, Inc. otherOtherMay 1, 2013Sep 1, 2017 (1584 d)
Jeffrey Michael GlennBrandes Investment Partners, LP otherBreckinridge Capital Advisors Inc otherOtherMay 1, 2012May 23, 2012
Becki Kathleen SuttonBrandes Investment Partners, LP otherFinancial Sense Advisors, Inc. otherOtherDec 9, 2011Jul 31, 2015 (1330 d)
Mark Edwin FrazierBrandes Investment Partners, LP otherCibc Private Wealth Advisors, Inc. BD affiliatedOtherJul 2, 2010Dec 13, 2021 (4182 d)
Adelaide PundBrandes Investment Partners, LP otherFirst Allied Advisory Services, Inc. otherOtherJun 7, 2010May 15, 2014 (1438 d)
Janet Lynn AcheatelBrandes Investment Partners, LP otherRaymond James Financial Services Advisors, Inc otherOtherJun 4, 2008May 25, 2010 (720 d)
John Philip KellyBrandes Investment Partners, LP otherNuveen Fund Advisors, LLC otherOtherDec 31, 2007Apr 29, 2010 (850 d)
Kyle Andrew KrausBrandes Investment Partners, LP otherApplied Strategies And Counsel, Inc. unclassifiedOtherAug 8, 2006Oct 3, 2006 (56 d)
Robert Kyungwon ChoiBrandes Investment Partners, LP otherChoi Asset Management LLC unclassifiedOtherApr 4, 2006Jul 5, 2006 (92 d)
Holly Rae OrnelasBrandes Investment Partners, LP otherAllspring Funds Management, LLC otherOtherNov 7, 2005Nov 14, 2005
Amanda Jean HarveyBrandes Investment Partners, LP otherMatisse Capital otherOtherFeb 28, 2005Apr 3, 2014 (3321 d)
Christopher Keith RicheyBrandes Investment Partners, LP otherNeosho Capital LLC otherOtherDec 31, 2003Apr 12, 2004 (103 d)
Lawrence John PavelecBrandes Investment Partners, LP otherNicholas Co Inc otherOtherApr 16, 2003Jan 27, 2017 (5035 d)
Robin Raphael KollannurBrandes Investment Partners, LP otherMedius Capital Group, LLC unclassifiedOtherMar 11, 2003May 23, 2003 (73 d)
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28 moves match.