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 Howland And Associates, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Doris Sheppard Howland | Howland And Associates, LLC other | Howland Partners, LLC unclassified | Other | Dec 31, 2025 | Sep 30, 2002 |
| Chloe Merle Hill | Howland And Associates, LLC other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Sep 3, 2024 | Sep 6, 2024 |
| Janice Jacoby French | Howland And Associates, LLC other | Timonier other | Other | Sep 23, 2009 | May 18, 2011 (602 d) |
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3 moves match.