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 Bmo Asset Management Corp.

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
Joshua James PalleonBmo Asset Management Corp. otherEnvision Financial LLC independent RIAOtherDec 12, 2023Nov 8, 2023
Nathan Craig StadingBmo Asset Management Corp. otherLPL Financial LLC BD affiliatedOtherJun 14, 2022Jan 6, 2022
Benjamin Decator JonesBmo Asset Management Corp. otherFrontier Partners, Inc. no RAUMOtherApr 12, 2022Mar 28, 2024 (716 d)
Eric Scott KofordBmo Asset Management Corp. otherDfpg Investments, LLC independent RIAOtherFeb 4, 2022Mar 9, 2022 (33 d)
Jason Wayne JoanisBmo Asset Management Corp. otherSlatestone Wealth LLC independent RIAOtherFeb 4, 2022Jan 3, 2022
Christopher Layton BarlowBmo Asset Management Corp. otherMeeder Advisory Services, Inc. independent RIAOtherFeb 4, 2022Jan 24, 2023 (354 d)
Thomas Levi WilliamsonBmo Asset Management Corp. otherMadison Investment Advisors, LLC mixed wealthOtherFeb 4, 2022Apr 30, 2025 (1181 d)
Matthew E BelniakBmo Asset Management Corp. otherColumbia Management Investment Advisers, LLC asset managerOtherFeb 4, 2022Jan 28, 2022
Thomas Lee PetricBmo Asset Management Corp. otherLPL Financial LLC BD affiliatedOtherFeb 4, 2022Dec 9, 2024 (1039 d)
Susan Mary GibbsBmo Asset Management Corp. otherGlobal Retirement Partners LLC institutionalOtherAug 2, 2021Jul 27, 2022 (359 d)
Christopher Paul SalemmeBmo Asset Management Corp. otherJohn Hancock Investment Management LLC asset managerOtherAug 2, 2021Aug 5, 2021
Andrew Justin HillBmo Asset Management Corp. otherCharles Schwab & Co., Inc. national BDOtherAug 2, 2021Jul 29, 2021
Ryan William DerosierBmo Asset Management Corp. otherWintrust Investments mixed wealthOtherDec 4, 2020May 5, 2022 (517 d)
Giancarlo ContiBmo Asset Management Corp. otherPgim Investments LLC asset managerOtherSep 16, 2019Sep 7, 2021 (722 d)
Kristie Ann ElstromBmo Asset Management Corp. otherBankers Life Advisory Services, Inc. BD affiliatedOtherFeb 11, 2019Feb 11, 2019
John Parker CourierBmo Asset Management Corp. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 15, 2018Nov 28, 2018
Jeffrey Scott CasperBmo Asset Management Corp. otherOneamerica Securities, Inc. otherOtherJan 6, 2017Feb 16, 2017 (41 d)
Gregory Scott DirkseBmo Asset Management Corp. otherThrivent Investment Management Inc. otherOtherNov 14, 2016Jan 6, 2017 (53 d)
Aaron Matthew SpitznerBmo Asset Management Corp. otherRaymond James Financial Services Advisors, Inc otherOtherOct 27, 2016Nov 28, 2016 (32 d)
John William MarskeBmo Asset Management Corp. otherTriad Financial Advisors, Inc. independent RIAOtherJan 13, 2016Oct 4, 2019 (1360 d)
Kyle James TrippBmo Asset Management Corp. otherJohnson Wealth Inc. otherOtherJan 13, 2016Feb 16, 2017 (400 d)
Steven James HoffmanBmo Asset Management Corp. otherFilbrandt Investment Advisers Incorporated otherOtherJan 13, 2016Aug 16, 2016 (216 d)
Jack Delmar WheelerBmo Asset Management Corp. otherKansas City Private Wealth Management, LLC state registeredOtherJan 13, 2016Sep 11, 2014
David A SavidesBmo Asset Management Corp. otherRobert W. Baird & Co. Incorporated otherOtherDec 4, 2015Oct 20, 2014
David Scott KeevinsBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
James Matthew WoodBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Gregg William GeorgeBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Mitchell Abraham ProskBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Donald Anthony WrightBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 12, 2015
Nicholas Henry KochanskiBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Christopher Michael JauchBmo Asset Management Corp. otherCrescent Grove Advisors independent RIAOtherMay 7, 2015Jan 1, 2025 (3527 d)
Gary Patrick GawryleskiBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 6, 2015
Geoffrey Kyle NadlerBmo Asset Management Corp. otherMercer Global Advisors Inc. independent RIAOtherApr 24, 2015Dec 18, 2024 (3526 d)
Mark John FenlonBmo Asset Management Corp. otherJohnson Wealth Inc. otherOtherNov 5, 2013Oct 6, 2016 (1066 d)
Vincent Steven RussoBmo Asset Management Corp. otherNational Investment Services, Inc otherOtherOct 3, 2013Jun 30, 2017 (1366 d)
Robert James RamsayBmo Asset Management Corp. otherOsaic Institutions, Inc. otherOtherAug 13, 2013May 16, 2014 (276 d)
Jason Gabriel RichardsBmo Asset Management Corp. otherAutus Asset Management, LLC mixed wealthOtherJun 7, 2013Apr 20, 2020 (2509 d)
Daniel Patrick BrownBmo Asset Management Corp. otherAnnex Wealth Management, LLC otherOtherMay 13, 2013Feb 11, 2014 (274 d)
Christopher John SitekBmo Asset Management Corp. otherWells Fargo Advisors wirehouseOtherJan 9, 2013Jul 30, 2013 (202 d)
Daniel A MendozaBmo Asset Management Corp. otherMorgan Stanley wirehouseOtherOct 4, 2012May 29, 2013 (237 d)
Sharon Karraker CohenBmo Asset Management Corp. otherBok Financial Advisors otherOtherSep 26, 2012Jan 18, 2013 (114 d)
Timothy John FohtBmo Asset Management Corp. otherJohnson Wealth Inc. otherOtherSep 21, 2012Dec 4, 2017 (1900 d)
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42 moves match.