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 Alliancebernstein L.P.

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
Shannon Michael WillemsAlliancebernstein L.P. otherNew Edge Wealth BD affiliatedOtherAug 28, 2026Aug 17, 2026
Jeffrey William ThompsonAlliancebernstein L.P. otherSanford C. Bernstein & Co., LLC no RAUMOtherAug 28, 2026Feb 26, 2013
Sara Dejay WillisAlliancebernstein L.P. otherNew Edge Wealth BD affiliatedOtherAug 28, 2026Aug 17, 2026
Horacio John WoolcottAlliancebernstein L.P. otherWestminster Financial Advisory Corp independent RIAOtherAug 7, 2026Jul 27, 2026
Jeremy LevinsonAlliancebernstein L.P. otherJ.P. Morgan Securities LLC wirehouseOtherJul 8, 2026Jul 22, 2026
David Pierce MullerAlliancebernstein L.P. otherNerdwallet Wealth Partners, LLC independent RIAOtherJul 6, 2026Jul 15, 2026
Dalton Jace HarrisAlliancebernstein L.P. otherR.D. Smothers Wealth Management state registeredOtherJun 4, 2026Jun 3, 2026
Brian Farzin HaloossimAlliancebernstein L.P. otherSanford C. Bernstein & Co., LLC no RAUMOtherMay 21, 2026Feb 26, 2013
Hershil ShahAlliancebernstein L.P. otherIconiq Capital, LLC asset managerOtherMay 21, 2026Jun 1, 2026
Adam Ehab InnabAlliancebernstein L.P. otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherMay 21, 2026Jun 5, 2026
Jorge Haddad MestreAlliancebernstein L.P. otherTlwm Financial independent RIAOtherMay 11, 2026Sep 11, 2026 (123 d)
Theodore William NielsenAlliancebernstein L.P. otherArrow Alliance state registeredOtherApr 2, 2026Apr 20, 2026
James DuganAlliancebernstein L.P. asset managerUnited Capital Financial Advisors independent RIAOtherMar 13, 2026Apr 8, 2026
Lauren Ann RiccaAlliancebernstein L.P. asset managerLPL Financial LLC BD affiliatedOtherFeb 25, 2026Feb 6, 2026
Carson PopeAlliancebernstein L.P. asset managerAssetbuilder, Inc. independent RIAOtherFeb 25, 2026Dec 22, 2025
Tyler Michael JoernAlliancebernstein L.P. asset managerMoneta Group Investment Advisors, LLC independent RIAOtherFeb 25, 2026May 20, 2026 (84 d)
Brooke N VannoyAlliancebernstein L.P. asset managerMorgan Stanley wirehouseOtherFeb 25, 2026Jun 2, 2026 (97 d)
Willie James ThomasAlliancebernstein L.P. asset managerCaptrust institutionalOtherFeb 3, 2026Sep 16, 2026 (225 d)
Derek BlairAlliancebernstein L.P. asset managerLPL Financial LLC BD affiliatedOtherFeb 3, 2026Feb 5, 2026
Zachary Alan SchillerAlliancebernstein L.P. asset managerMercer Global Advisors Inc. independent RIAOtherJan 30, 2026Jan 14, 2026
Andrew LlewellynAlliancebernstein L.P. asset managerHightower Advisors, LLC BD affiliatedOtherJan 22, 2026Jan 21, 2026
Michael Underwood EllingtonAlliancebernstein L.P. asset managerCresset Asset Management, LLC independent RIAOtherDec 15, 2025Dec 2, 2025
Eric HayesAlliancebernstein L.P. asset managerJ.P. Morgan Securities LLC wirehouseOtherDec 15, 2025Dec 11, 2025
Zachary Lincoln GardnerAlliancebernstein L.P. asset managerCresset Asset Management, LLC independent RIAOtherNov 7, 2025Oct 28, 2025
Danique E Van Der VeldenAlliancebernstein L.P. asset managerCresset Asset Management, LLC independent RIAOtherNov 7, 2025Nov 19, 2025
Amanda Grace BeebeAlliancebernstein L.P. asset managerUBS Financial Services Inc. wirehouseOtherOct 29, 2025Dec 22, 2025 (54 d)
Paige WeissAlliancebernstein L.P. asset managerUBS Financial Services Inc. wirehouseOtherOct 29, 2025Nov 28, 2025
Hongyu LiuAlliancebernstein L.P. asset managerBeacon Pointe Advisors, LLC independent RIAOtherOct 29, 2025Mar 23, 2026 (145 d)
John Henry O'BrienAlliancebernstein L.P. asset managerJ.P. Morgan Securities LLC wirehouseOtherOct 2, 2025Sep 29, 2025
Jennifer Elizabeth Colby-OliverAlliancebernstein L.P. asset managerNeuberger Berman Bd LLC no RAUMOtherSep 17, 2025Apr 29, 2026 (224 d)
Jordan Christina JewellAlliancebernstein L.P. asset managerCresset Asset Management, LLC independent RIAOtherSep 17, 2025Sep 19, 2025
William SeyfarthAlliancebernstein L.P. asset managerVistamark Investments independent RIAOtherSep 17, 2025Oct 23, 2025 (36 d)
Amanda Rachelle CastellanoAlliancebernstein L.P. asset managerMoors & Cabot, Inc BD affiliatedOtherSep 16, 2025Oct 30, 2025 (44 d)
Craig Steven Selimotic DanforthAlliancebernstein L.P. asset managerCetera Investment Advisers LLC BD affiliatedOtherAug 21, 2025Jul 24, 2026 (337 d)
Hannah MetcalfAlliancebernstein L.P. asset managerRaymond James & Associates, Inc. national BDOtherAug 21, 2025Sep 10, 2025
Michael Beau LetzterAlliancebernstein L.P. asset managerNerdwallet Wealth Partners, LLC independent RIAOtherAug 21, 2025Aug 12, 2025
Eli Nathaniel WattsAlliancebernstein L.P. asset managerSagespring Wealth Partners independent RIAOtherAug 21, 2025Aug 21, 2025
Conner Wilson AscherAlliancebernstein L.P. asset managerGentrust independent RIAOtherJul 23, 2025Jul 22, 2025
Kevin Joseph RochfordAlliancebernstein L.P. asset managerClearwater Capital Partners independent RIAOtherJul 1, 2025Jan 16, 2026 (199 d)
Robert Pope DibenedettoAlliancebernstein L.P. asset managerHb Wealth independent RIAOtherJul 1, 2025Jul 10, 2025
Clayton J CaggianoAlliancebernstein L.P. asset managerMorgan Stanley wirehouseOtherJun 30, 2025Nov 18, 2025 (141 d)
Christine Jane HanAlliancebernstein L.P. asset managerSyon Capital LLC independent RIAOtherJun 30, 2025Aug 18, 2025 (49 d)
Paige E DeasyAlliancebernstein L.P. asset managerConcentus Wealth Advisors independent RIAOtherJun 30, 2025Aug 13, 2025 (44 d)
Fabienne Tremblay-ParentAlliancebernstein L.P. asset managerJfg Family Office independent RIAOtherJun 6, 2025Jun 6, 2025
Matthew Barker CornfieldAlliancebernstein L.P. asset managerBbr Partners, LLC independent RIAOtherJun 6, 2025Feb 13, 2026 (252 d)
Tara Thompson PopernikAlliancebernstein L.P. asset managerLPL Financial LLC BD affiliatedOtherJun 4, 2025May 21, 2025
Elizabeth A LandsingerAlliancebernstein L.P. asset managerNilsine Partners, LLC independent RIAOtherApr 7, 2025Apr 23, 2025
Stephan Basil BazianosAlliancebernstein L.P. asset managerMorgan Stanley wirehouseOtherApr 7, 2025Apr 21, 2025
Joseph James ProsciaAlliancebernstein L.P. asset managerLPL Financial LLC BD affiliatedOtherMar 21, 2025Mar 31, 2025
Francisco BaixauliAlliancebernstein L.P. asset managerJ.P. Morgan Securities LLC wirehouseOtherMar 21, 2025Mar 19, 2025
Megan E. TracyAlliancebernstein L.P. asset managerStrategic Advisers LLC national BDOtherFeb 12, 2025Jul 3, 2025 (141 d)
Jason TeichAlliancebernstein L.P. asset managerLido independent RIAOtherFeb 12, 2025Feb 7, 2025
Eric Daniel HiggerAlliancebernstein L.P. asset managerNeuberger Berman Bd LLC no RAUMOtherJan 23, 2025Jan 15, 2025
Melissa D. CardenasAlliancebernstein L.P. asset managerJ.P. Morgan Securities LLC wirehouseOtherDec 19, 2024Jan 2, 2025
Cameron D ColeAlliancebernstein L.P. asset managerSolidarity Wealth, LLC independent RIAOtherDec 13, 2024Dec 5, 2024
Jonathan Brad UnderkoflerAlliancebernstein L.P. asset managerWedbush Securities Inc. BD affiliatedOtherNov 25, 2024Nov 25, 2024
Mark R BakerAlliancebernstein L.P. asset managerFirst Trust Advisors LP asset managerOtherNov 25, 2024Dec 9, 2024
Winston Frederick JusticeAlliancebernstein L.P. asset managerSagespring Wealth Partners independent RIAOtherNov 22, 2024Dec 1, 2024
Jared Clark Van MoorlehemAlliancebernstein L.P. asset managerFisher Investments independent RIAOtherNov 1, 2024Nov 5, 2024
Emiliano DeriquerAlliancebernstein L.P. asset managerJ.P. Morgan Securities LLC wirehouseOtherNov 1, 2024Feb 25, 2025 (116 d)
Page 1 of 9Next
525 moves match.