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 Bbr Partners, 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 |
|---|---|---|---|---|---|
| Dylan Thomas Stroud | Bbr Partners, LLC independent RIA | Curi Capital, LLC independent RIA | RIA to RIA | Jul 8, 2026 | Aug 11, 2026 (34 d) |
| William Jesse Carter | Bbr Partners, LLC independent RIA | Iconiq Capital, LLC asset manager | Other | May 27, 2026 | Jul 30, 2026 (64 d) |
| Matthew Herman | Bbr Partners, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | May 26, 2026 | Jun 25, 2026 |
| Margaret Elizabeth Mcneil | Bbr Partners, LLC independent RIA | Isthmus Partners, LLC independent RIA | RIA to RIA | Mar 13, 2026 | Apr 13, 2026 (31 d) |
| Michael Philip Wolson | Bbr Partners, LLC independent RIA | Colter Lewis Investment Partners, LLC independent RIA | RIA to RIA | Feb 13, 2026 | Apr 6, 2026 (52 d) |
| Nikita Rajeev Mutalik | Bbr Partners, LLC independent RIA | Capital Group Private Client Services, Inc. independent RIA | RIA to RIA | Aug 29, 2025 | Dec 3, 2025 (96 d) |
| Charles Edward Waits Luzio | Bbr Partners, LLC independent RIA | Northcoast Asset Management LLC independent RIA | RIA to RIA | May 27, 2025 | Jun 11, 2025 |
| Eric Mckenna | Bbr Partners, LLC independent RIA | Iconiq Capital, LLC other | Other | Jan 29, 2025 | Jun 17, 2025 (139 d) |
| Kristina Marie Mcnamara | Bbr Partners, LLC independent RIA | Corient independent RIA | RIA to RIA | Jun 21, 2024 | Jul 3, 2024 |
| Marcel Myszewski | Bbr Partners, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | May 20, 2024 | May 29, 2024 |
| Jacob A Seide | Bbr Partners, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Feb 1, 2024 | Feb 26, 2024 |
| Jay Milind Gokhale | Bbr Partners, LLC independent RIA | Maslow Wealth Advisors independent RIA | RIA to RIA | Jan 2, 2024 | Apr 5, 2024 (94 d) |
| Nicholas Kelly | Bbr Partners, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 28, 2023 | Jan 3, 2024 (36 d) |
| Megan Ann Schwinger | Bbr Partners, LLC independent RIA | Corient independent RIA | RIA to RIA | Jun 5, 2023 | Sep 26, 2024 (479 d) |
| Jesse Jon Wood | Bbr Partners, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Aug 5, 2021 | Aug 26, 2021 |
| Ryan A Mcdermott | Bbr Partners, LLC independent RIA | Resolute Partners Group no RAUM | RIA to a newly registered adviser | Apr 17, 2019 | May 22, 2019 (35 d) |
| Kevin Michael Lutz | Bbr Partners, LLC independent RIA | Resolute Partners Group no RAUM | RIA to a newly registered adviser | Apr 17, 2019 | May 22, 2019 (35 d) |
| Elizabeth Hurt Cunagin | Bbr Partners, LLC other | Parsec Financial other | Other | Dec 31, 2009 | Sep 16, 2016 (2451 d) |
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18 moves match.