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 Reinhart 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.

AdvisorFromToTypeLeftRegistered
Michael Zachariah GrimesReinhart Partners, LLC otherMadison Investment Advisors, LLC mixed wealthOtherAug 21, 2024Mar 25, 2025 (216 d)
Keith C PinsoneaultReinhart Partners, LLC otherEdward Jones national BDOtherJul 21, 2022Aug 19, 2026 (1490 d)
Christopher Neel RhyneReinhart Partners, LLC mixed wealthSargent Investment Group independent RIARIA to RIAJan 3, 2022Jan 10, 2022
Katherine Mayhew DoyleReinhart Partners, LLC mixed wealthAnnex Wealth Management, LLC independent RIARIA to RIAJun 22, 2021Jun 15, 2026 (1819 d)
Joel Arthur DykmanReinhart Partners, LLC mixed wealthMadison Investment Advisors, LLC mixed wealthRIA to RIAJun 11, 2021Jul 1, 2021
Luke LamannaReinhart Partners, LLC mixed wealthFounder360° Family Office state registeredRIA to a state-registered adviserJun 29, 2018Jul 24, 2026 (2947 d)
Henry P. HesselReinhart Partners, LLC otherWells Fargo Advisors wirehouseOtherJan 12, 2017Jan 25, 2017
Gregory Bryan PierceReinhart Partners, LLC otherWindward Wealth Strategies, Inc. no RAUMOtherApr 1, 2015Mar 16, 2015
Matthew D'AttilioReinhart Partners, LLC otherPegasus Partners no RAUMOtherApr 1, 2015Mar 23, 2015
Todd Matthew KriegReinhart Partners, LLC otherPegasus Partners no RAUMOtherApr 1, 2015Mar 23, 2015
James Jonathan HayesReinhart Partners, LLC otherPegasus Partners no RAUMOtherApr 1, 2015Mar 23, 2015
Katherine Ann WohltReinhart Partners, LLC otherPegasus Partners no RAUMOtherApr 1, 2015Mar 25, 2015
Kim M MolitorReinhart Partners, LLC otherWindward Wealth Strategies, Inc. no RAUMOtherApr 1, 2015Mar 16, 2015
Sarah Elizabeth DamsgaardReinhart Partners, LLC otherCredit Suisse Securities (USA) LLC otherOtherJul 21, 2014Aug 4, 2014
Benjamin Nathan DickeyReinhart Partners, LLC otherMadison Investment Advisors, LLC otherOtherDec 20, 2012Dec 19, 2012
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15 moves match.