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 Bmo Family Office, 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
Patrick Maurizio ParisiBmo Family Office, LLC independent RIAElyxium Wealth LLC independent RIARIA to RIAJul 13, 2026Feb 16, 2026
Douglas Lewis AndersonBmo Family Office, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 26, 2019Aug 27, 2019
Suzanne Kaiser HighetBmo Family Office, LLC independent RIAHighet Advisory LLC unclassifiedOtherJan 2, 2019Feb 27, 2019 (56 d)
Mark Lawrence SagenBmo Family Office, LLC otherCalamos Wealth Management LLC otherOtherFeb 6, 2015Feb 10, 2015
Argiris Christ KantzavelosBmo Family Office, LLC otherWilliam Blair & Company L.L.C. otherOtherNov 4, 2014Jan 22, 2014
Justin Thomas VandegriffBmo Family Office, LLC otherBok Financial Advisors otherOtherNov 4, 2014Jul 29, 2015 (267 d)
James Michael HeringBmo Family Office, LLC otherUnion Square Global Wealth Management otherOtherAug 19, 2013Oct 8, 2014 (415 d)
Cherish Annhee SutullBmo Family Office, LLC otherParacle Advisors LLC otherOtherJun 4, 2013Jun 25, 2013
Lauren Melin MooneBmo Family Office, LLC otherMirador Capital Partners otherOtherJun 4, 2013Jul 29, 2015 (785 d)
Vincent Ronald GimarelliBmo Family Office, LLC otherFreestone Capital Management, LLC otherOtherApr 3, 2013Nov 18, 2014 (594 d)
Troy Collins WingfieldBmo Family Office, LLC otherColumbia Pacific Wealth Management independent RIAOtherDec 8, 2010Sep 23, 2021 (3942 d)
Janet Mertz BrantleyBmo Family Office, LLC otherPathstone otherOtherJun 4, 2010Aug 11, 2010 (68 d)
Matthew Jacob FleissigBmo Family Office, LLC otherPathstone otherOtherMar 18, 2010Jun 2, 2010 (76 d)
Steven Barry BravermanBmo Family Office, LLC otherPathstone otherOtherFeb 18, 2010Feb 10, 2016 (2183 d)
Allan Jay ZachariahBmo Family Office, LLC otherPathstone otherOtherFeb 18, 2010Sep 28, 2010 (222 d)
Susan Marie TilleryBmo Family Office, LLC otherParaklete Financial, Inc. state registeredOtherMar 8, 2007May 21, 2007 (74 d)
Cort Alan HaberBmo Family Office, LLC otherHirtle & Co., LLC otherOtherAug 30, 2006Jan 29, 2007 (152 d)
Harold Arthur GraperBmo Family Office, LLC otherCibc Private Wealth Advisors, Inc. BD affiliatedOtherApr 22, 2005Nov 11, 2021 (6047 d)
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18 moves match.