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 Lnw

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
Michael Theodore ProdromouLnw independent RIACreative Planning independent RIARIA to RIAApr 17, 2026Jun 8, 2026 (52 d)
Noel Marie CampbellLnw independent RIAIconiq Capital, LLC mixed wealthRIA to RIAAug 14, 2020Oct 13, 2020 (60 d)
John Michael OlsonLnw independent RIAUnion Square Global Wealth Management mixed wealthRIA to RIAMay 18, 2020Jun 11, 2020
Timothy P. KingsburyLnw independent RIAVeris Wealth Partners, LLC independent RIARIA to RIAAug 28, 2019Apr 24, 2021 (605 d)
Andrew John IshLnw independent RIABrownson, Rehmus & Foxworth, Inc. independent RIARIA to RIADec 12, 2018May 13, 2019 (152 d)
Steven Michael PitchfordLnw otherB|O|S otherOtherSep 3, 2015Sep 14, 2015
Ludovic Pierre ThomassonLnw otherEnsemble Capital Management, LLC otherOtherJun 16, 2014Jun 5, 2014
Tanya Koreen SteinhoferLnw otherRedwood Grove Wealth Management independent RIAOtherJul 1, 2009Aug 24, 2009 (54 d)
Laura Gorman ChernovLnw otherStancorp Investment Advisers, Inc. otherOtherAug 15, 2007Aug 22, 2007
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9 moves match.