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 Breckinridge Capital Advisors Inc
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 |
|---|---|---|---|---|---|
| Catherine Theisen Clough | Breckinridge Capital Advisors Inc independent RIA | Twin Focus Capital Partners, LLC independent RIA | RIA to RIA | Aug 4, 2025 | Jan 2, 2026 (151 d) |
| Lauren A Murphy | Breckinridge Capital Advisors Inc independent RIA | Parametric Portfolio Associates mixed wealth | RIA to RIA | Jan 13, 2020 | Jan 3, 2022 (721 d) |
| Melanie Bianca Blakney | Breckinridge Capital Advisors Inc independent RIA | Pacific Wealth Management independent RIA | RIA to RIA | May 16, 2018 | Oct 12, 2018 (149 d) |
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3 moves match.