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 Glenmede Investment Management, LP
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 |
|---|---|---|---|---|---|
| Adam Mark Conish | Glenmede Investment Management, LP mixed wealth | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Jun 30, 2026 | Aug 28, 2026 (59 d) |
| Kevin Allen Heckman | Glenmede Investment Management, LP mixed wealth | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2023 | Mar 10, 2023 |
| Michael Raymond Goold | Glenmede Investment Management, LP other | Old Slip Registered Investment Advisors, LLC independent RIA | Other | Nov 23, 2021 | Nov 3, 2023 (710 d) |
| Casey Collins Clark | Glenmede Investment Management, LP other | Rockefeller Capital Management BD affiliated | Other | Feb 3, 2021 | Feb 14, 2021 |
| Geoffrey Joseph Deasey | Glenmede Investment Management, LP other | Ameriserv Wealth Advisors Inc other | Other | Apr 3, 2008 | Sep 28, 2012 (1639 d) |
| George Francis Foley | Glenmede Investment Management, LP other | Global Currents Investment Management, LLC other | Other | Apr 3, 2008 | Jul 6, 2009 (459 d) |
Page 1 of 1
6 moves match.