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 Anchor Capital Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Edward Levangie | Anchor Capital Advisors LLC mixed wealth | Darrow Wealth Management independent RIA | RIA to RIA | Jun 26, 2026 | Jul 15, 2026 |
| Jack Raymond Kulpa | Anchor Capital Advisors LLC mixed wealth | Sage Advisory Services Ltd Co mixed wealth | RIA to RIA | Sep 30, 2025 | Oct 7, 2025 |
| Jennifer Kristine Desisto | Anchor Capital Advisors LLC mixed wealth | Cw Advisors, LLC independent RIA | RIA to RIA | Oct 7, 2024 | Oct 3, 2024 |
| Cameron Reza Rahbar | Anchor Capital Advisors LLC mixed wealth | Howland Capital Management LLC independent RIA | RIA to RIA | Aug 13, 2024 | Nov 12, 2024 (91 d) |
| John Clancy Roche | Anchor Capital Advisors LLC mixed wealth | Russell Investments other | Other | Dec 8, 2020 | May 20, 2024 (1259 d) |
| Peter M Reilly | Anchor Capital Advisors LLC mixed wealth | Trajan Wealth, L.L.C. independent RIA | RIA to RIA | Dec 8, 2020 | Feb 14, 2024 (1163 d) |
| Michael Christopher Pierre | Anchor Capital Advisors LLC mixed wealth | Pierre & Company LLC state registered | RIA to a state-registered adviser | Jan 31, 2019 | Apr 29, 2019 (88 d) |
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7 moves match.