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.

AdvisorFromToTypeLeftRegistered
Matthew Stewart SampsonBrighton Jones LLC independent RIAFerguson Wellman Capital Management, Inc. independent RIARIA to RIAMay 21, 2021Jun 23, 2021 (33 d)
David George BornBrighton Jones LLC independent RIAPrivate Financial Management LLC independent RIARIA to RIAApr 27, 2021Jun 21, 2021 (55 d)
Jessica Rose AllisonBrighton Jones LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIAApr 14, 2021Mar 1, 2024 (1052 d)
Ross RubinsteinBrighton Jones LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAApr 14, 2021Apr 21, 2021
Ryan Edward QuigleyBrighton Jones LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 23, 2021Apr 9, 2021 (45 d)
Edwin James SondgrothBrighton Jones LLC independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAFeb 5, 2021Feb 23, 2021
Kristie Anne GarrettBrighton Jones LLC independent RIAZevenbergen Capital Investments LLC otherOtherOct 20, 2020Mar 10, 2021 (141 d)
Logan Alexander MurrayBrighton Jones LLC independent RIAPocket Project state registeredRIA to a state-registered adviserSep 2, 2020Sep 23, 2020
Alexander Jordan BoeriBrighton Jones LLC independent RIAFiduciary Financial Group, LLC independent RIARIA to RIAJan 16, 2020Mar 16, 2020 (60 d)
Robert John ThompsonBrighton Jones LLC independent RIAPfg Advisors independent RIARIA to RIAOct 1, 2019Apr 5, 2021 (552 d)
Ryan W BergmannBrighton Jones LLC independent RIAUnited Capital Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 18, 2019Nov 4, 2019 (200 d)
Scott Robb SchoenfeldBrighton Jones LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAApr 11, 2019Jun 5, 2019 (55 d)
Sabrina RoshBrighton Jones LLC independent RIAWealth Architects, LLC independent RIARIA to RIAApr 11, 2019Jan 22, 2019
Mark A BernazzaniBrighton Jones LLC otherMy Personal Cfo, LLC independent RIAOtherJan 5, 2018Jan 4, 2019 (364 d)
James Michael TaylorBrighton Jones LLC otherVersant Capital Management, Inc. independent RIAOtherDec 1, 2017Apr 4, 2018 (124 d)
Thomas Arthur KrusicBrighton Jones LLC otherAbg Consultants otherOtherFeb 21, 2017Jan 4, 2018 (317 d)
Grant Raymond LyonBrighton Jones LLC otherBeacon Pointe Advisors, LLC independent RIAOtherDec 31, 2016Feb 7, 2022 (1864 d)
Michael Richard FerdinandoBrighton Jones LLC otherFisher Investments independent RIAOtherOct 24, 2016Nov 17, 2021 (1850 d)
Guy Pate RidoutBrighton Jones LLC otherPrincipal Securities, Inc. BD affiliatedOtherOct 24, 2016Nov 26, 2018 (763 d)
Konstantinos StathopoulosBrighton Jones LLC otherAdvice And Planning Services otherOtherMay 16, 2016Jun 16, 2016 (31 d)
Michael Arthur SchorBrighton Jones LLC otherAmeriprise Financial Services, LLC national BDOtherNov 30, 2015Nov 23, 2015
Elizabeth Elsa TaylorBrighton Jones LLC otherCurtis Financial Planning independent RIAOtherOct 14, 2014Aug 11, 2015 (301 d)
Taylor Louis KoivuBrighton Jones LLC otherColumbia Pacific Wealth Management otherOtherApr 22, 2013May 27, 2013 (35 d)
Tyler Scott Ward GaspardBrighton Jones LLC otherColumbia Pacific Wealth Management otherOtherNov 21, 2011Dec 1, 2011
James Patrick HardingBrighton Jones LLC otherWells Fargo Advisors wirehouseOtherMar 16, 2010Mar 5, 2014 (1450 d)
Claudina Elizebeth CampbellBrighton Jones LLC otherParacle Advisors LLC otherOtherFeb 5, 2009Jan 20, 2009
Joshua E HarrisBrighton Jones LLC otherParacle Advisors LLC otherOtherFeb 25, 2004Mar 9, 2004
Anne Marie StonichBrighton Jones LLC otherParacle Advisors LLC otherOtherFeb 25, 2004Mar 9, 2004
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88 moves match.