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 Thornburg Investment Management Inc

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
Daniel Thomas GamacheThornburg Investment Management Inc asset managerKilterhowling LLC independent RIAOtherJul 21, 2026Jul 22, 2026
Julio Manuel RiveraThornburg Investment Management Inc asset managerWells Fargo Advisors wirehouseOtherJun 25, 2026Jun 30, 2026
Thomas Vincent WinklerThornburg Investment Management Inc asset managerVirtus Investment Advisers, LLC asset managerOtherJan 29, 2026Feb 3, 2026
Maria Isabel OzechowskiThornburg Investment Management Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2026Mar 26, 2026 (80 d)
Scott Robert KentThornburg Investment Management Inc asset managerLazard Asset Management LLC otherOtherSep 2, 2025Oct 10, 2025 (38 d)
Dominic Mark AltoThornburg Investment Management Inc asset managerHilltop Securities Asset Management, LLC institutionalOtherJul 14, 2025May 14, 2026 (304 d)
Carolyn Salazar IvesThornburg Investment Management Inc asset managerStifel, Nicolaus & Company, Incorporated national BDOtherJun 18, 2025Jun 17, 2025
Harold Thomas WhalenThornburg Investment Management Inc asset managerNuveen Asset Management, LLC mixed wealthOtherMay 7, 2025Jul 23, 2025 (77 d)
Joseph Timothy DalyThornburg Investment Management Inc asset managerLazard Asset Management LLC otherOtherMar 10, 2025Oct 2, 2025 (206 d)
Daniel GasperThornburg Investment Management Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 11, 2025Aug 19, 2025 (189 d)
Craig Shafer BlessingThornburg Investment Management Inc asset managerCapital Client Group, Inc. no RAUMOtherOct 16, 2024May 30, 2025 (226 d)
Jesse Michael NeerdaelsThornburg Investment Management Inc asset managerAllspring Funds Management, LLC asset managerOtherJul 19, 2024Aug 1, 2024
James Humpherson MollettThornburg Investment Management Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 25, 2024Jun 14, 2024 (50 d)
Comer Brooks WoodruffThornburg Investment Management Inc asset managerSynovus Securities, Inc. independent RIAOtherJan 9, 2024Jan 2, 2024
Brian Michael RidgewayThornburg Investment Management Inc asset managerBahl & Gaynor LLC mixed wealthOtherJan 9, 2024Sep 24, 2025 (624 d)
Alexander SalidasThornburg Investment Management Inc asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 9, 2024May 14, 2024 (126 d)
Tanya Michelle SchlingmanThornburg Investment Management Inc asset managerU.S. Bancorp Investments, Inc. BD affiliatedOtherJan 2, 2024Feb 29, 2024 (58 d)
Andrew Ford TomsonThornburg Investment Management Inc asset managerNomura Investment Management Business Trust asset managerOtherFeb 7, 2023Feb 23, 2023
Jennifer Pittman LibertinyThornburg Investment Management Inc asset managerAlliancebernstein L.P. asset managerOtherJan 31, 2023Feb 16, 2023
Bryan Lee TreadwayThornburg Investment Management Inc asset managerEdward Jones national BDOtherOct 24, 2022May 7, 2024 (561 d)
Ian Michael HassThornburg Investment Management Inc asset managerLPL Financial LLC independent RIAOtherAug 16, 2022Aug 25, 2022
Michelle Ann NowfelThornburg Investment Management Inc asset managerCity Different Investments otherOtherJan 27, 2022Apr 8, 2022 (71 d)
Kaitlyn J KimzeyThornburg Investment Management Inc asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 10, 2022Apr 8, 2022 (88 d)
Zachary Clarke FisherThornburg Investment Management Inc asset managerRBC Capital Markets, LLC national BDOtherFeb 17, 2021Mar 4, 2021
Robert Michael MacdonaldThornburg Investment Management Inc asset managerCity Different Investments no RAUMOtherJan 13, 2021Feb 9, 2021
Danan Michael KirbyThornburg Investment Management Inc asset managerAriel Investments, LLC otherOtherJan 12, 2021Dec 6, 2021 (328 d)
Steven Richard ElderThornburg Investment Management Inc asset managerB.B. Graham & Company, Inc. independent RIAOtherJan 6, 2021Mar 22, 2021 (75 d)
David AnayaThornburg Investment Management Inc asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherDec 15, 2020Jun 17, 2021 (184 d)
Tonja Wisowaty TruesdellThornburg Investment Management Inc asset managerCaptrust institutionalOtherJun 1, 2020Apr 20, 2026 (2149 d)
Robert Nicholas Edward CaineThornburg Investment Management Inc asset managerInvesco Advisers, Inc. asset managerOtherFeb 19, 2020Mar 5, 2020
Logan Martin DickeyThornburg Investment Management Inc asset managerIntellivest Wealth Management state registeredOtherFeb 19, 2020May 21, 2020 (92 d)
Stephen JimenezThornburg Investment Management Inc asset managerCity Different Investments no RAUMOtherFeb 11, 2020Feb 9, 2021 (364 d)
Connor Ryan BrowneThornburg Investment Management Inc asset managerCity Different Investments no RAUMOtherFeb 11, 2020Feb 9, 2021 (364 d)
Daniel Michael ReillyThornburg Investment Management Inc asset managerLPL Financial LLC BD affiliatedOtherJan 8, 2020Jun 25, 2020 (169 d)
J T VendittiThornburg Investment Management Inc asset managerT. Rowe Price Associates, Inc. asset managerOtherNov 1, 2019Jul 20, 2022 (992 d)
Michael Thomas ParrottThornburg Investment Management Inc asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherJul 12, 2019Aug 28, 2019 (47 d)
Paul A MendozaThornburg Investment Management Inc asset managerNew York Life Investment Management LLC asset managerOtherMar 29, 2019May 3, 2019 (35 d)
Karina Ludwika KopanieckaThornburg Investment Management Inc asset managerCuso Financial Services, L.P. BD affiliatedOtherFeb 14, 2019Jun 3, 2019 (109 d)
Roy Christopher BentzenThornburg Investment Management Inc asset managerNationwide Investment Advisors, LLC BD affiliatedOtherFeb 6, 2019Mar 12, 2021 (765 d)
Donald Steven GardunoThornburg Investment Management Inc asset managerEquitable Advisors, LLC national BDOtherNov 20, 2018Apr 7, 2021 (869 d)
Eric PenaThornburg Investment Management Inc asset managerBancwest Investment Services, Inc. (Bwis) BD affiliatedOtherMay 3, 2018May 3, 2018
Thomas John FarrellThornburg Investment Management Inc otherAspyre Wealth Partners independent RIAOtherFeb 7, 2018Sep 13, 2018 (218 d)
Michael Stuart ParkerThornburg Investment Management Inc otherWoodbury Financial Services, Inc. BD affiliatedOtherAug 10, 2017Jul 16, 2018 (340 d)
Michael Ryan TrujilloThornburg Investment Management Inc otherT. Rowe Price Advisory Services, Inc. otherOtherMay 18, 2017Jun 15, 2017
David Morton WeeksThornburg Investment Management Inc otherT. Rowe Price Advisory Services, Inc. independent RIAOtherDec 6, 2016Oct 15, 2018 (678 d)
Ethan Hunter FineThornburg Investment Management Inc otherVictory Capital Management Inc. asset managerOtherNov 23, 2016Sep 22, 2023 (2494 d)
Julie Ann FloresThornburg Investment Management Inc otherBok Financial Advisors otherOtherJul 5, 2016May 3, 2017 (302 d)
Trent William Scott MarshallThornburg Investment Management Inc otherVictory Capital Management Inc. asset managerOtherMay 23, 2016Oct 4, 2023 (2690 d)
James RohnThornburg Investment Management Inc otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 21, 2016Mar 29, 2018 (707 d)
Robert Calder StackThornburg Investment Management Inc otherWells Fargo Advisors wirehouseOtherMar 23, 2016Jun 16, 2023 (2641 d)
Lindsey Shea Woodward RafkindThornburg Investment Management Inc otherDimensional Fund Advisors LP otherOtherJan 5, 2016Dec 19, 2016 (349 d)
Martin Patrick RocheThornburg Investment Management Inc otherRussell Investments otherOtherOct 12, 2015Nov 5, 2015
Matthew Brian CallahanThornburg Investment Management Inc otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 9, 2015Mar 16, 2015 (35 d)
Timothy Peter HillThornburg Investment Management Inc otherEquitable Advisors, LLC national BDOtherJan 7, 2015Jul 22, 2022 (2753 d)
John CecchinoThornburg Investment Management Inc otherNorthern Trust Investments, Incorporated otherOtherJan 7, 2015Jun 2, 2016 (512 d)
Michael David CampThornburg Investment Management Inc otherStrategic Advisers LLC national BDOtherSep 29, 2014Oct 14, 2014
Kacie Joellen SwartzThornburg Investment Management Inc otherDba Stone Wealth Management otherOtherSep 4, 2013Oct 7, 2013 (33 d)
Anita E AtencioThornburg Investment Management Inc otherValic Financial Advisors, Inc. otherOtherMar 8, 2013Jan 22, 2015 (685 d)
Monte Troy DopThornburg Investment Management Inc otherFiera Capital Inc. mixed wealthOtherFeb 11, 2013Aug 16, 2022 (3473 d)
Edward Joe DinanThornburg Investment Management Inc otherEdelman Financial Engines otherOtherJan 11, 2013Oct 29, 2013 (291 d)
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69 moves match.