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 Northwest Investment Counselors
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 |
|---|---|---|---|---|---|
| Christel Parkinson Turkiewicz | Northwest Investment Counselors independent RIA | One Advisory Partners, LLC independent RIA | RIA to RIA | Nov 20, 2023 | Jun 16, 2025 (574 d) |
| John Spring Woolley | Northwest Investment Counselors other | Tpg Financial Advisors, LLC other | Other | Dec 13, 2013 | Sep 14, 2016 (1006 d) |
| John Christian Raaf | Northwest Investment Counselors other | Confluence Wealth Management LLC other | Other | Feb 15, 2008 | Jun 25, 2008 (131 d) |
| Michelle Castano Garcia | Northwest Investment Counselors other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Dec 1, 2004 | Dec 7, 2011 (2562 d) |
Page 1 of 1
4 moves match.