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 Bristlecone Advisors 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 |
|---|---|---|---|---|---|
| Joseph Brennan Winkler | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 14, 2025 | Oct 13, 2025 |
| Kevin George Mccandlish | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 10, 2025 | Oct 9, 2025 |
| Kevin Sean Berry | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 7, 2025 | Oct 7, 2025 |
| Adam Christian Guenther | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 7, 2025 | Oct 7, 2025 |
| Anthony David Waltier | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 7, 2025 | Oct 7, 2025 |
| Scott Adair Oswald | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Oct 3, 2025 |
| Christopher Jon Taylor | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Oct 3, 2025 |
| Jeff Knox Parker | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Oct 3, 2025 |
| Justin Devere Rolfe | Bristlecone Advisors LLC independent RIA | Rare Wolf Capital LLC no RAUM | RIA to a newly registered adviser | Jun 5, 2025 | Jun 5, 2025 |
| Keith Randolph Vernon | Bristlecone Advisors LLC other | The Clarius Group, LLC no RAUM | Other | Mar 31, 2015 | Apr 10, 2015 |
| Robyn Pomprowitz Meyer | Bristlecone Advisors LLC other | Kms Financial Services, Inc other | Other | Mar 26, 2015 | Mar 26, 2015 |
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11 moves match.