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 Rinet Company, 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
Gary P. SavageRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Feb 1, 2022
Benjamin George GoldmanRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Rebecca Renee PouliotRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Jason EdingerRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Christopher Francis MahoneyRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Kathaleen Marie Carroll-CoelhoRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Joshua Torrey HohlfelderRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Thomas M KeaneRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Feb 1, 2022
David Stanley BeckwithRinet Company, LLC independent RIAThayer Partners LLC independent RIARIA to RIADec 31, 2021Jul 11, 2022 (192 d)
Charles Savage WillauerRinet Company, LLC independent RIABradley Foster & Sargent Inc independent RIARIA to RIADec 10, 2021Oct 15, 2025 (1405 d)
Matthew Ryan FreitagRinet Company, LLC independent RIASt. Germain Investment Management independent RIARIA to RIASep 14, 2021Sep 22, 2021
Ashley Elizabeth KoedRinet Company, LLC other3edge Asset Management, LP otherOtherDec 9, 2016Mar 25, 2016
Rachel Meri ZibrakRinet Company, LLC otherDerby And Company Inc otherOtherDec 2, 2014Jun 8, 2015 (188 d)
David Edwin PowersRinet Company, LLC otherKanon Bloch Carre otherOtherJun 13, 2011Sep 2, 2011 (81 d)
Robert Coady FlorekRinet Company, LLC otherFlorek Financial, LLC otherOtherDec 31, 2009Nov 20, 2009
Ira Gene RapaportRinet Company, LLC otherNew England Private Wealth Advisors, LLC otherOtherNov 16, 2009Jul 16, 2007
Robert Paul MccarthyRinet Company, LLC otherKanon Bloch Carre otherOtherNov 16, 2009Mar 13, 2008
Lauren Marie BruckhartRinet Company, LLC otherMorgan Stanley wirehouseOtherNov 16, 2009Oct 4, 2010 (322 d)
Mary Ann RodrigueRinet Company, LLC otherKirkwood Private, LLC state registeredOtherMar 24, 2006Apr 27, 2006 (34 d)
Denise GoldsteinRinet Company, LLC otherAdvice And Planning Services otherOtherAug 25, 2005Feb 3, 2006 (162 d)
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20 moves match.