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 Brown Advisory
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 |
|---|---|---|---|---|---|
| William Cole Imeson | Brown Advisory independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Apr 10, 2023 | Jan 27, 2023 |
| William Andrew Overton | Brown Advisory independent RIA | Tull Financial Group, Inc. independent RIA | RIA to RIA | Sep 7, 2019 | Feb 27, 2020 (173 d) |
| Robert Justin Fulton | Brown Advisory independent RIA | Adviceperiod, LLC independent RIA | RIA to RIA | Mar 2, 2018 | Apr 24, 2018 (53 d) |
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3 moves match.