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 Segall Bryant & Hamill
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 |
|---|---|---|---|---|---|
| Ralph Marvin Segall | Segall Bryant & Hamill other | Corient BD affiliated | Other | Jan 12, 2026 | Mar 31, 2023 |
| John Gray Youngman | Segall Bryant & Hamill other | Osprey Private Wealth LLC no RAUM | Other | Jun 3, 2024 | Jul 17, 2024 (44 d) |
| Jeffrey Lawrence Slepian | Segall Bryant & Hamill other | Corient independent RIA | Other | Dec 14, 2023 | Aug 4, 2023 |
| Charles Alfred Bryant | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Jeffrey Robert Rode | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| John Norman Roberts | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Scott Havens Newhall | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Glenn Tammen Rippey | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Keith William Minogue | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Chad Aaron Mcdonnell | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Meghan Shay O'Donnell | Segall Bryant & Hamill other | Corient independent RIA | Other | Dec 14, 2023 | Jan 1, 2025 (384 d) |
| Alexander I Crevi | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Jun 23, 2023 |
| John Merrill Lafferty | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Timothy Robert Rich | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| Thomas Patrick Mcgrath | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Apr 10, 2023 |
| Victoria Kelso Cunningham | Segall Bryant & Hamill other | Corient BD affiliated | Other | Dec 14, 2023 | Mar 31, 2023 |
| John Christopher Harrington | Segall Bryant & Hamill other | Corient independent RIA | Other | Dec 14, 2023 | Oct 5, 2023 |
| Mark Earl Resnik | Segall Bryant & Hamill other | Geneva Advisors, LLC other | Other | Apr 1, 2014 | Mar 17, 2014 |
| Alfred Slatten Bryant | Segall Bryant & Hamill other | Corient independent RIA | Other | Jul 15, 2005 | Jun 21, 2024 (6916 d) |
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19 moves match.