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 Brighton Jones 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 |
|---|---|---|---|---|---|
| Shaun Douglas Mize | Brighton Jones LLC independent RIA | Rivertree Wealth independent RIA | RIA to RIA | Jul 27, 2026 | Jul 31, 2026 |
| Kathryn K Mcdonald | Brighton Jones LLC independent RIA | Baker Ellis Asset Management LLC independent RIA | RIA to RIA | Jun 22, 2026 | Aug 13, 2026 (52 d) |
| Christopher L Moreton | Brighton Jones LLC independent RIA | Cutler Investment Group independent RIA | RIA to RIA | May 6, 2026 | Aug 11, 2026 (97 d) |
| Yaxin Zhai | Brighton Jones LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Apr 16, 2026 | May 28, 2026 (42 d) |
| Patrick Dominic Melvin | Brighton Jones LLC independent RIA | Grimes & Company independent RIA | RIA to RIA | Mar 20, 2026 | Mar 24, 2026 |
| Gerardo Alejandro Martinez | Brighton Jones LLC independent RIA | Corda Investment Management, LLC independent RIA | RIA to RIA | Feb 2, 2026 | Feb 10, 2026 |
| Maico Santos | Brighton Jones LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 2, 2025 | Dec 22, 2025 |
| Elissa Epoch | Brighton Jones LLC independent RIA | The Goodland Group state registered | RIA to a state-registered adviser | Dec 2, 2025 | Dec 5, 2025 |
| Brandon Joseph White-Szep | Brighton Jones LLC independent RIA | Pekin Hardy Strauss, Inc. independent RIA | RIA to RIA | Oct 17, 2025 | Mar 10, 2026 (144 d) |
| Elise Orton | Brighton Jones LLC independent RIA | Corient independent RIA | RIA to RIA | Apr 2, 2025 | May 2, 2025 |
| Devyn Jeremy Deleon | Brighton Jones LLC independent RIA | Deleon Wealth LLC state registered | RIA to a state-registered adviser | Mar 25, 2025 | Mar 24, 2025 |
| Konner Chanz Deleon | Brighton Jones LLC independent RIA | Deleon Wealth LLC state registered | RIA to a state-registered adviser | Mar 25, 2025 | Mar 24, 2025 |
| Thaddeus Murray Allen | Brighton Jones LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Mar 4, 2025 | Jun 17, 2025 (105 d) |
| Lynn Anne Anderson | Brighton Jones LLC independent RIA | Abundo Wealth no RAUM | Other | Mar 4, 2025 | Mar 31, 2025 |
| Myles Joseph Mcmanus | Brighton Jones LLC independent RIA | Facet independent RIA | RIA to RIA | Feb 4, 2025 | Jul 2, 2025 (148 d) |
| Maxwell Newton Gallagher | Brighton Jones LLC independent RIA | 24acres state registered | RIA to a state-registered adviser | Jan 27, 2025 | Aug 26, 2026 (576 d) |
| Michael Remedios | Brighton Jones LLC independent RIA | Wonderland Financial Planning state registered | RIA to a state-registered adviser | Jan 2, 2025 | May 21, 2025 (139 d) |
| Matthew Piper James | Brighton Jones LLC independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2025 | Feb 3, 2025 (32 d) |
| Alannah Cherise Clark | Brighton Jones LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Dec 2, 2024 | Dec 12, 2024 |
| Zack Jacob Gutches | Brighton Jones LLC independent RIA | True Riches Financial Planning state registered | RIA to a state-registered adviser | Sep 9, 2024 | Oct 10, 2024 (31 d) |
| Maximilian John Arms | Brighton Jones LLC independent RIA | Corient independent RIA | RIA to RIA | Aug 20, 2024 | Sep 10, 2024 |
| Katlyn Beth Valencia | Brighton Jones LLC independent RIA | Corient independent RIA | RIA to RIA | Aug 13, 2024 | Sep 10, 2024 |
| Jack Joseph Price | Brighton Jones LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Jul 22, 2024 | Jul 22, 2024 |
| Luke Ming | Brighton Jones LLC independent RIA | World Investment Advisors, LLC institutional | Other | Jul 12, 2024 | Aug 2, 2024 |
| Miranda Jo Bergemann | Brighton Jones LLC independent RIA | The Goodland Group state registered | RIA to a state-registered adviser | Apr 24, 2024 | May 21, 2024 |
| Dale Miles Skogstad | Brighton Jones LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2024 | Jun 13, 2025 (463 d) |
| Benjamin Russel Sampson | Brighton Jones LLC independent RIA | Miller Avenue Advisors LLC independent RIA | RIA to RIA | Mar 7, 2024 | Mar 7, 2024 |
| Clayton William Haak | Brighton Jones LLC independent RIA | Corient independent RIA | RIA to RIA | Jan 26, 2024 | Jun 6, 2025 (497 d) |
| Laura A. Hearn | Brighton Jones LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 27, 2023 | Dec 6, 2023 |
| Mattia Louise Anderson | Brighton Jones LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 13, 2023 | Jan 8, 2024 (56 d) |
| Leilah Essam Buker | Brighton Jones LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Nov 13, 2023 | May 13, 2024 (182 d) |
| Keith Edward Brennan | Brighton Jones LLC independent RIA | Sei Investments Management Corp other | Other | Oct 20, 2023 | Nov 14, 2023 |
| Beau Rezek | Brighton Jones LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Jun 14, 2024 (249 d) |
| Tara N Oconnell | Brighton Jones LLC independent RIA | Ballentine Partners independent RIA | RIA to RIA | Aug 4, 2023 | May 9, 2024 (279 d) |
| Jorge Luis Rosas | Brighton Jones LLC independent RIA | Aldrich Wealth LP independent RIA | RIA to RIA | Jun 12, 2023 | Jun 2, 2023 |
| Pranali Pai Fortini | Brighton Jones LLC independent RIA | Burt Wealth Advisors independent RIA | RIA to RIA | Jun 5, 2023 | Jul 25, 2024 (416 d) |
| Lillian Hope Irion | Brighton Jones LLC independent RIA | Experience Your Wealth, LLC independent RIA | RIA to RIA | May 3, 2023 | May 30, 2023 |
| James William Thomas Mcdougal | Brighton Jones LLC independent RIA | Brooklyn Fi, LLC independent RIA | RIA to RIA | May 3, 2023 | Jun 1, 2023 |
| Cari Leamy | Brighton Jones LLC independent RIA | Refresh Investments state registered | RIA to a state-registered adviser | Apr 19, 2023 | Jul 3, 2023 (75 d) |
| Christopher L Moreton | Brighton Jones LLC independent RIA | Garde Capital, Inc. independent RIA | RIA to RIA | Apr 19, 2023 | Nov 16, 2023 (211 d) |
| Eric Matthew Sholberg | Brighton Jones LLC independent RIA | Usi Advisors institutional | Other | Jan 31, 2023 | Mar 2, 2023 |
| Aaron Michael Klein | Brighton Jones LLC independent RIA | Carlson Capital Management, LLC independent RIA | RIA to RIA | Jan 31, 2023 | Mar 13, 2023 (41 d) |
| Matthew Akira Gale | Brighton Jones LLC independent RIA | Steelpeak Wealth, LLC independent RIA | RIA to RIA | Jan 31, 2023 | Jun 13, 2023 (133 d) |
| John David Griffin | Brighton Jones LLC independent RIA | Lido independent RIA | RIA to RIA | Dec 20, 2022 | Aug 28, 2025 (982 d) |
| Aaron Pearson | Brighton Jones LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Dec 20, 2022 | Dec 21, 2022 |
| Glenn Mcmahon | Brighton Jones LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Nov 29, 2022 | Jan 17, 2023 (49 d) |
| Jessica Ruth Seifert | Brighton Jones LLC independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Nov 21, 2022 | Nov 16, 2022 |
| Samir A. Rahman | Brighton Jones LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Nov 21, 2022 | Dec 6, 2022 |
| Benjamin Thomas Andrew | Brighton Jones LLC independent RIA | Lnw independent RIA | RIA to RIA | Sep 7, 2022 | Sep 19, 2022 |
| Clayton Boone | Brighton Jones LLC independent RIA | World Investment Advisors, LLC institutional | Other | Jun 24, 2022 | Mar 2, 2023 (251 d) |
| Jewels Agustin Oliquiano | Brighton Jones LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Apr 14, 2022 | May 6, 2022 |
| Tiffany Chiang Stoner | Brighton Jones LLC independent RIA | Badgley Phelps Wealth Managers independent RIA | RIA to RIA | Apr 12, 2022 | Apr 28, 2022 |
| Lucas Robert Baker | Brighton Jones LLC independent RIA | Marsjewett Financial Group independent RIA | RIA to RIA | Apr 12, 2022 | May 18, 2022 (36 d) |
| Larissa Nowjack | Brighton Jones LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Apr 12, 2022 | May 23, 2025 (1137 d) |
| Kyle Loren Irion | Brighton Jones LLC independent RIA | Versant Capital Management, Inc. independent RIA | RIA to RIA | Feb 9, 2022 | Oct 11, 2022 (244 d) |
| Kathleen Rose Randall | Brighton Jones LLC independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 1, 2021 | Nov 29, 2021 |
| Christopher Paul Destefano | Brighton Jones LLC independent RIA | Destefano Wealth Management state registered | RIA to a state-registered adviser | Aug 23, 2021 | Sep 10, 2021 |
| Krystal D Fortner | Brighton Jones LLC independent RIA | North Berkeley Wealth Management, LLC independent RIA | RIA to RIA | Jul 19, 2021 | Aug 4, 2021 |
| Kelly Karl Brown | Brighton Jones LLC independent RIA | Brown Pcfo state registered | RIA to a state-registered adviser | Jun 25, 2021 | Aug 21, 2024 (1153 d) |
| Eric Thomas Strong | Brighton Jones LLC independent RIA | Miller Avenue Advisors LLC independent RIA | RIA to RIA | May 21, 2021 | May 7, 2021 |
Page 1 of 2Next
88 moves match.