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 Manchester Capital 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
Cory James BoggsManchester Capital Management LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJul 28, 2026Jul 28, 2026
Long Xie DelilleManchester Capital Management LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAFeb 4, 2026Mar 3, 2026
Brett Alan CroftManchester Capital Management LLC independent RIACroft Financial Planning state registeredRIA to a state-registered adviserOct 8, 2024Nov 19, 2024 (42 d)
Mariluz NunezManchester Capital Management LLC independent RIACwm Partners, LLC independent RIARIA to RIANov 7, 2022Jun 13, 2022
Amy Elizabeth MacleodManchester Capital Management LLC independent RIACresset Asset Management, LLC independent RIARIA to RIANov 3, 2021Oct 17, 2025 (1444 d)
Jordan RubinManchester Capital Management LLC independent RIAEvermay Wealth Management, LLC independent RIARIA to RIASep 10, 2021Jun 15, 2021
Keith Nmn ChoManchester Capital Management LLC independent RIAGramercy Strategic Capital LLC no RAUMRIA to a newly registered adviserSep 8, 2021Sep 7, 2021
Jonathan Daniel CaprilliManchester Capital Management LLC independent RIALido independent RIARIA to RIANov 16, 2020May 2, 2022 (532 d)
Michael WarszawskiManchester Capital Management LLC independent RIACwm Partners, LLC independent RIARIA to RIANov 16, 2018May 10, 2021 (906 d)
Lauren Marie VanveelenManchester Capital Management LLC otherDaniel Investment Associates, LLC otherOtherNov 21, 2017Sep 21, 2016
Gregory Daniel Van WykManchester Capital Management LLC otherPacific Pointe Advisors LLC otherOtherSep 24, 2009Aug 20, 2009
Gary Keith DorfmanManchester Capital Management LLC otherPacific Pointe Advisors LLC otherOtherSep 23, 2009Aug 20, 2009
Vito GioielloManchester Capital Management LLC otherJ.P. Morgan Private Wealth Advisors LLC otherOtherNov 10, 2008Jul 18, 2011 (980 d)
James D MirendaManchester Capital Management LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 17, 2007Feb 8, 2010 (784 d)
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14 moves match.