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 Roxbury Capital Management 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
Jon Robert Foust	Roxbury Capital Management LLC other	Mar Vista Investment Partners, LLC other	Other	Mar 23, 2016	Mar 22, 2016
James Joseph Riley	Roxbury Capital Management LLC other	Sagepoint Financial, Inc. BD affiliated	Other	Dec 18, 2013	Apr 27, 2018 (1591 d)
Brian Paul Smoluch	Roxbury Capital Management LLC other	Hood River Capital Management LLC other	Other	Jun 6, 2013	Jun 27, 2013
Ryan Garrett Brouillette	Roxbury Capital Management LLC other	C.K. Cooper & Company, Inc. unclassified	Other	Jan 7, 2010	Jan 20, 2010
Jeffrey Allan Sexton	Roxbury Capital Management LLC other	Arsenal Investment Advisors, LLC unclassified	Other	Sep 16, 2009	Nov 13, 2009 (58 d)
Jeffrey Bowditch Prestine	Roxbury Capital Management LLC other	Mar Vista Investment Partners, LLC other	Other	Jan 2, 2009	Jan 6, 2009
Joshua Joseph Honeycutt	Roxbury Capital Management LLC other	Mar Vista Investment Partners, LLC other	Other	Jan 2, 2009	Jan 6, 2009
Silas Algia Myers	Roxbury Capital Management LLC other	Mar Vista Investment Partners, LLC other	Other	Jul 11, 2008	Oct 11, 2007
Brian Lee Massey	Roxbury Capital Management LLC other	Mar Vista Investment Partners, LLC other	Other	Jul 11, 2008	Oct 11, 2007
Paul Anthony Rokosz	Roxbury Capital Management LLC other	Valmark Advisers, Inc. mixed wealth	Other	Jul 2, 2007	May 16, 2018 (3971 d)
Kevin James Mclean	Roxbury Capital Management LLC other	Syverson Strege independent RIA	Other	Jul 2, 2007	Jul 13, 2026 (6951 d)
Alison Moscoffian	Roxbury Capital Management LLC other	Commonwealth Financial Network national BD	Other	Mar 31, 2006	Mar 27, 2024 (6571 d)
Kathryn Ella Hayden	Roxbury Capital Management LLC other	Caz Investments L.P. other	Other	Jan 3, 2006	Feb 16, 2006 (44 d)
Owen Mcbee Murray	Roxbury Capital Management LLC other	Horizon Wealth Advisors other	Other	Feb 18, 2005	Mar 23, 2005 (33 d)
David Charles Kahn	Roxbury Capital Management LLC other	Convergent Wealth Advisors, LLC other	Other	Jan 3, 2005	May 13, 2010 (1956 d)
Matthew William Adams	Roxbury Capital Management LLC other	Mission Wealth Management, LP other	Other	Mar 25, 2004	Mar 2, 2004
Haik Aram Kevorkian	Roxbury Capital Management LLC other	Charles Schwab & Co., Inc. national BD	Other	Jul 30, 2003	Feb 22, 2005 (573 d)
Ann Estelle Deaton	Roxbury Capital Management LLC other	UBS Financial Services Inc. wirehouse	Other	Apr 1, 2003	Aug 11, 2006 (1228 d)

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18 moves match.