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 Ensemble Capital Management, 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 |
|---|---|---|---|---|---|
| Sean Patrick Stannard-Stockton | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 8, 2024 |
| Ludovic Pierre Thomasson | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 5, 2024 |
| Michael Ronald Navone | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 6, 2024 |
| Paul Lambert Perrino | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 6, 2024 |
| Elizabeth Lawrence Revenko | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 6, 2024 |
| Shilpa Girish Andalkar | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 8, 2024 |
| John Yo Han Kim | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 6, 2024 |
| Kyle Patrick Benner | Ensemble Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 13, 2024 | Nov 6, 2024 |
| Todd Michael Wenning | Ensemble Capital Management, LLC independent RIA | Kna Capital state registered | RIA to a state-registered adviser | Aug 17, 2023 | Jul 24, 2024 (342 d) |
| Juwon B. Hill | Ensemble Capital Management, LLC independent RIA | Balentine independent RIA | RIA to RIA | Feb 9, 2023 | Mar 3, 2025 (753 d) |
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10 moves match.