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 Brown Advisory

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
Jeffrey James KeadyBrown Advisory mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 21, 2025Sep 11, 2024
Erik Glenn CohenBrown Advisory mixed wealthOutrunner Capital, LLC no RAUMRIA to a newly registered adviserJan 8, 2025May 15, 2024
Megan P Schaefer-CurranBrown Advisory mixed wealthCaptrust institutionalOtherJan 2, 2025Jan 2, 2025
Thomas Martin BlackBrown Advisory mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 6, 2024Sep 18, 2024 (256 d)
Jonathan Leo LevyBrown Advisory mixed wealthOutrunner Capital, LLC no RAUMRIA to a newly registered adviserDec 16, 2022May 15, 2024 (516 d)
John G. SnyderBrown Advisory mixed wealthSvb Wealth independent RIARIA to RIADec 1, 2022Nov 1, 2022
Thomas Douglas Davis GraffBrown Advisory mixed wealthFacet independent RIARIA to RIAOct 5, 2022Sep 28, 2022
Katherine SaltonstallBrown Advisory mixed wealthSandy Cove Advisors, LLC independent RIARIA to RIAJul 18, 2019Sep 18, 2019 (62 d)
Allan Dillard HouseBrown Advisory mixed wealthMorgan Stanley wirehouseRIA to wirehouseJul 8, 2019Jul 5, 2019
Brian J. WalshBrown Advisory otherBoston Financial Management LLC otherOtherMar 12, 2018Feb 20, 2018
Justin C. BakewellBrown Advisory otherJ.P. Morgan Securities LLC wirehouseOtherMay 9, 2017Jul 7, 2017 (59 d)
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11 moves match.