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 Logan Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Gbarclai Mowenn | Logan Capital Management, Inc. mixed wealth | Compass Ion Advisors, LLC independent RIA | RIA to RIA | Apr 16, 2026 | Apr 28, 2026 |
| Thomas Joseph Mchugh | Logan Capital Management, Inc. mixed wealth | Private Advisor Group, LLC other | Other | Dec 20, 2019 | Dec 14, 2016 |
| Katherine Jeanette Cathcart | Logan Capital Management, Inc. mixed wealth | Hilton Capital Management, LLC independent RIA | RIA to RIA | Jul 11, 2018 | Sep 5, 2018 (56 d) |
| Robert Norton | Logan Capital Management, Inc. other | Wealth Advisory Group, Inc. other | Other | Feb 29, 2016 | Feb 26, 2016 |
| Timothy Michael Buick | Logan Capital Management, Inc. other | Putnam Investment Management, LLC asset manager | Other | Jun 2, 2014 | Jun 24, 2021 (2579 d) |
| Timothy Michael Buick | Logan Capital Management, Inc. other | Blackrock Investment Management, LLC other | Other | Apr 1, 2010 | Mar 23, 2010 |
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6 moves match.