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 Torray Investment Partners 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 |
|---|---|---|---|---|---|
| Letitia Breckenridge Scalise | Torray Investment Partners LLC mixed wealth | Indivisible Partners independent RIA | RIA to RIA | May 19, 2026 | Aug 3, 2026 (76 d) |
| Suzanne Elizabeth Kellogg | Torray Investment Partners LLC mixed wealth | Bogart Wealth, LLC independent RIA | RIA to RIA | Jul 21, 2023 | Jul 27, 2023 |
| John P Petrofsky | Torray Investment Partners LLC other | Fbb Capital Partners other | Other | Jul 25, 2017 | Oct 31, 2017 (98 d) |
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3 moves match.