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 Churchill Management Group

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
Bryan Matthew BachChurchill Management Group independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAAug 26, 2025Jul 1, 2025
Nicholas Andrew BrehmerChurchill Management Group independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2024Feb 11, 2026 (559 d)
Garrett GroveChurchill Management Group independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2022Jun 28, 2022
Norma Araceli AbarcaChurchill Management Group independent RIAJsf Financial, LLC independent RIARIA to RIAMay 11, 2021Aug 12, 2021 (93 d)
Matthew Richard ArberChurchill Management Group independent RIAWealthbuilders Investments independent RIARIA to RIAOct 9, 2020Aug 24, 2026 (2145 d)
Kathryn SwainChurchill Management Group independent RIALgbtqinvest, LLC no RAUMRIA to a newly registered adviserJul 22, 2020Dec 1, 2021 (497 d)
Shane Michael BulgerinChurchill Management Group independent RIACorda Investment Management, LLC independent RIARIA to RIAJun 10, 2020May 10, 2022 (699 d)
Brendan Maurice ReidyChurchill Management Group independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 21, 2020Dec 10, 2020 (324 d)
Paul Patrick CassidyChurchill Management Group independent RIAFisher Investments independent RIARIA to RIAJul 30, 2019Sep 20, 2019 (52 d)
Tammy Talya BilladeauChurchill Management Group independent RIAHighpoint Advisor Group, LLC independent RIARIA to RIAMay 8, 2019May 23, 2019
Simon Y ChungChurchill Management Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 23, 2019Jun 13, 2019 (51 d)
Rebecca A BeckChurchill Management Group independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 3, 2018Mar 4, 2022 (1309 d)
Jason P MagnottiChurchill Management Group otherTd Ameritrade Investment Management, LLC otherOtherAug 23, 2017Aug 31, 2017
Anthony Vincent PressimoneChurchill Management Group otherCreative Planning otherOtherApr 13, 2017May 2, 2017
David Nelson LundquistChurchill Management Group otherKen Stern & Associates Inc otherOtherNov 11, 2016Jan 25, 2017 (75 d)
Peter John HenryChurchill Management Group otherKeatsconnelly otherOtherOct 17, 2016Sep 6, 2017 (324 d)
Patrick Louis KinneyChurchill Management Group otherEp Wealth Advisors otherOtherSep 15, 2016Sep 22, 2016
David Jay WeismanChurchill Management Group otherMsi Financial Services, Inc. otherOtherSep 22, 2015Jun 6, 2016 (258 d)
Christopher O'Brian JacksonChurchill Management Group otherMercer Global Advisors Inc. otherOtherJul 6, 2015Jul 8, 2015
Jason ShimkosChurchill Management Group otherEmpower Advisory Group, LLC BD affiliatedOtherJun 16, 2015Jul 6, 2023 (2942 d)
Wayne Lewis BarberChurchill Management Group otherWater Oak Advisors, LLC otherOtherAug 7, 2013Oct 1, 2013 (55 d)
Jeffrey Todd DodsonChurchill Management Group otherCorda Investment Management, LLC otherOtherJul 17, 2013Jul 29, 2013
Bryan Hutchings BishopChurchill Management Group otherE*Trade Capital Management, LLC otherOtherNov 2, 2012Mar 28, 2013 (146 d)
Lynn Richard PetkusChurchill Management Group otherAviance Capital Partners LLC otherOtherJan 7, 2011Apr 11, 2013 (825 d)
Eric Seiji ToyaChurchill Management Group otherLeonard Wealth Management, Inc. unclassifiedOtherJul 27, 2007Jan 29, 2008 (186 d)
Theodore James FischerChurchill Management Group otherIndex Fund Advisors, Inc. otherOtherJun 5, 2007Jun 7, 2007
Becky Rees VasquezChurchill Management Group otherIndex Fund Advisors, Inc. otherOtherOct 26, 2006Nov 13, 2006
Juelmarie Trueworthy MorganChurchill Management Group otherLPL Financial LLC otherOtherJul 31, 2006Jul 27, 2006
Antonio RamirezChurchill Management Group otherStrategic Advisers LLC national BDOtherJul 31, 2006May 30, 2007 (303 d)
Griffin George MeyersChurchill Management Group otherVolt Wealth Management, LLC otherOtherMar 27, 2006Mar 8, 2010 (1442 d)
Terrence Patrick GearyChurchill Management Group otherUvest Financial Services Group, Inc. unclassifiedOtherJul 26, 2005Nov 14, 2006 (476 d)
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31 moves match.