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 Demarche
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 |
|---|---|---|---|---|---|
| Hunter J Swanson | Demarche no RAUM | Raymond James Investment Management asset manager | Other | Jul 25, 2025 | Aug 13, 2025 |
| Robert J Duwa | Demarche no RAUM | William Blair & Company L.L.C. other | Other | Feb 18, 2010 | Mar 5, 2010 |
| John Russell Owen | Demarche no RAUM | Cor3 Investment Partners, LLC state registered | Other | Feb 3, 2010 | Feb 7, 2023 (4752 d) |
| Donald H Lennard | Demarche no RAUM | Demarche other | Other | Apr 16, 2008 | Nov 19, 2013 (2043 d) |
| Mark Joseph Donaldson | Demarche no RAUM | Vsr Advisory Services other | Other | Oct 5, 2005 | Oct 5, 2005 |
| Adam J Strumpf | Demarche no RAUM | Piper Sandler & Co. no RAUM | Other | Nov 8, 2004 | Aug 20, 2004 |
| Ronald Nelson Sanders | Demarche no RAUM | Sanders Booze Capital Advisors unclassified | Other | Nov 24, 2003 | Apr 8, 2003 |
| Michael Garrett Harvey | Demarche no RAUM | Forvis Mazars Wealth Advisors, LLC other | Other | Nov 6, 2002 | Apr 4, 2008 (1976 d) |
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8 moves match.