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 Northcoast Asset 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.

AdvisorFromToTypeLeftRegistered
Frank John IngarraNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Patrick Jean-Michel JaminNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Evan KanarekNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Robert Edward WrightNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
William Joseph OstruzkaNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Francis Nathanael SimmsNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Brian C ParkNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Joseph Ryan MerkleNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Jacob Paxton WickNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Charles Richard PepeNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Chiraag KirpalaniNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Peter NieporentNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Thomas John ColomboNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Stephanie Julia O'DonnellNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Michael A PorricelliNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Amish Ramesh DalalNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Kehong ZhuNorthcoast Asset Management LLC independent RIAConnectus Wealth independent RIARIA to RIANov 8, 2021Nov 18, 2021
Andrew Thomas CarrierNorthcoast Asset Management LLC independent RIASpire Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 29, 2020Mar 16, 2020 (47 d)
Bryant Daniel AbramowitzNorthcoast Asset Management LLC independent RIACapital Investment Advisors, LLC independent RIARIA to RIAOct 5, 2018Oct 16, 2018
John Michael WildernNorthcoast Asset Management LLC otherSt. James Investment Company, LLC otherOtherMay 10, 2017Jul 21, 2017 (72 d)
Robert Andrew BurrowNorthcoast Asset Management LLC otherPathstone independent RIAOtherMar 24, 2017Apr 25, 2023 (2223 d)
Joseph Michael CorteseNorthcoast Asset Management LLC otherCreative Planning otherOtherNov 14, 2016Apr 3, 2017 (140 d)
Anthony Robert DibrinoNorthcoast Asset Management LLC otherCreative Planning independent RIAOtherSep 26, 2016Feb 12, 2019 (869 d)
Eugene P SullivanNorthcoast Asset Management LLC otherThrivent Asset Management, LLC asset managerOtherApr 20, 2015Nov 25, 2024 (3507 d)
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24 moves match.