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 Lord, Abbett & Co. 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
Bret ContrerasLord, Abbett & Co. LLC asset managerVoya Financial Partners, LLC no RAUMOtherJun 3, 2021Jun 20, 2021
Matthew Thomas NadeauLord, Abbett & Co. LLC asset managerHayden Royal independent RIAOtherApr 9, 2021Apr 7, 2021
Henry Mccomb WinchesterLord, Abbett & Co. LLC asset managerPrincipal Asset Management otherOtherJan 5, 2021Oct 25, 2021 (293 d)
Ryan Allen SeewaldLord, Abbett & Co. LLC asset managerRBC Capital Markets, LLC national BDOtherNov 30, 2020Dec 4, 2020
Peter Appleton FryerLord, Abbett & Co. LLC asset manager3chopt Investment Partners LLC independent RIAOtherSep 23, 2020Aug 2, 2024 (1409 d)
Steven Christopher RutaLord, Abbett & Co. LLC asset managerFifth Third Securities, Inc. BD affiliatedOtherJun 25, 2020Mar 17, 2021 (265 d)
David Jonathan LinsenLord, Abbett & Co. LLC asset managerSummit Financial, LLC BD affiliatedOtherApr 7, 2020Mar 17, 2021 (344 d)
William T AhrbergLord, Abbett & Co. LLC asset managerEdward Jones national BDOtherMar 3, 2020Aug 24, 2020 (174 d)
Saffiate HalesLord, Abbett & Co. LLC asset managerD.A. Davidson & Co. independent RIAOtherMar 3, 2020Sep 10, 2020 (191 d)
Matthew J TomasinoLord, Abbett & Co. LLC asset managerJ.P. Morgan Securities LLC wirehouseOtherJan 2, 2020Jan 30, 2024 (1489 d)
James Edward SteinkampLord, Abbett & Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherOct 1, 2019Dec 5, 2019 (65 d)
Cameron FinleyLord, Abbett & Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherAug 27, 2019Mar 22, 2024 (1669 d)
Glenn Edward ZuckLord, Abbett & Co. LLC asset managerAscensus Investment Advisors, LLC institutionalOtherJul 19, 2019Nov 13, 2019 (117 d)
Jacob VehringLord, Abbett & Co. LLC asset managerEdward Jones national BDOtherJul 19, 2019Sep 6, 2019 (49 d)
Spencer James KnickerbockerLord, Abbett & Co. LLC asset managerRaymond James & Associates, Inc. national BDOtherJul 16, 2019Sep 11, 2019 (57 d)
Dominick J TrapassoLord, Abbett & Co. LLC asset managerSummit Trail Advisors, LLC independent RIAOtherJun 5, 2019Jun 5, 2019
Taylor Leete HogarthLord, Abbett & Co. LLC asset managerCantor Fitzgerald Investment Advisors independent RIAOtherMay 15, 2019Jan 9, 2024 (1700 d)
Harrison Lee FisherLord, Abbett & Co. LLC asset managerDeutsche Bank Securities Inc. otherOtherMay 14, 2019May 29, 2019
Thomas M PancoastLord, Abbett & Co. LLC asset managerRaymond James & Associates, Inc. national BDOtherMay 10, 2019May 14, 2019
Shawn NeiceLord, Abbett & Co. LLC asset managerSantander Securities BD affiliatedOtherMay 3, 2019May 14, 2019
Thomas Barry MaherLord, Abbett & Co. LLC asset managerHilton Capital Management, LLC independent RIAOtherJan 2, 2019Jan 29, 2019
Alexander C StuartLord, Abbett & Co. LLC asset managerVirtus Investment Advisers, LLC asset managerOtherNov 12, 2018Oct 19, 2022 (1437 d)
Erin Elizabeth BurkeLord, Abbett & Co. LLC asset managerMorgan Stanley wirehouseOtherSep 18, 2018Sep 21, 2018
Michael John HalesLord, Abbett & Co. LLC asset managerTd Ameritrade, Inc. no RAUMOtherAug 31, 2018Sep 21, 2018
Michael David VorlopLord, Abbett & Co. LLC asset managerWells Fargo Advisors wirehouseOtherJul 30, 2018Sep 20, 2018 (52 d)
Jeffrey T LozierLord, Abbett & Co. LLC asset managerBuild Asset Management asset managerOtherMay 16, 2018Apr 5, 2019 (324 d)
Brian James WilsonLord, Abbett & Co. LLC asset managerNew York Life Investment Management LLC asset managerOtherMay 16, 2018May 30, 2018
Karl Colby KhunsLord, Abbett & Co. LLC asset managerLPL Financial LLC independent RIAOtherMay 16, 2018Nov 13, 2018 (181 d)
Joseph HagnerLord, Abbett & Co. LLC asset managerWoodbury Financial Services, Inc. BD affiliatedOtherMay 16, 2018Apr 8, 2019 (327 d)
Hugh Light StangelandLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherMay 16, 2018Jul 18, 2018 (63 d)
Michael Connor CallahanLord, Abbett & Co. LLC asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 30, 2018Oct 16, 2018 (169 d)
Jason Patrick GoldbergLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherApr 20, 2018Apr 24, 2018
Justyna Zuzanna BarczynskaLord, Abbett & Co. LLC asset managerRaymond James Investment Management asset managerOtherMar 2, 2018Jun 14, 2018 (104 d)
Andrew Walter DobiesLord, Abbett & Co. LLC otherEdward Jones national BDOtherNov 6, 2017Dec 11, 2017 (35 d)
Giuseppe MerloLord, Abbett & Co. LLC otherWbi Investments, LLC otherOtherOct 16, 2017Mar 19, 2018 (154 d)
Spencer Kane AvalosLord, Abbett & Co. LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 4, 2017Oct 7, 2019 (733 d)
Alexis E RodriguezLord, Abbett & Co. LLC otherPlanmember Securities Corporation independent RIAOtherSep 12, 2017Dec 12, 2018 (456 d)
Maurice Leonard WhittakerLord, Abbett & Co. LLC otherE*Trade Capital Management, LLC otherOtherAug 7, 2017Oct 25, 2017 (79 d)
Luke Stephen WebberLord, Abbett & Co. LLC otherEaton Vance Management otherOtherAug 7, 2017Sep 11, 2017 (35 d)
Christopher John SullivanLord, Abbett & Co. LLC otherRothschild Wealth LLC independent RIAOtherJul 19, 2017Nov 17, 2021 (1582 d)
Eric Jason HoffartLord, Abbett & Co. LLC otherRaymond James Financial Services Advisors, Inc otherOtherJul 12, 2017Aug 10, 2017
Michael John WeissLord, Abbett & Co. LLC otherMorgan Stanley wirehouseOtherJun 30, 2017Oct 13, 2017 (105 d)
Thomas John IsaacsLord, Abbett & Co. LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherJun 16, 2017Jul 21, 2023 (2226 d)
Christopher Sean KerwinLord, Abbett & Co. LLC otherColumbia Management Investment Advisers, LLC otherOtherApr 25, 2017Jul 10, 2017 (76 d)
Angela Delynn CortwrightLord, Abbett & Co. LLC otherCetera Investment Advisers LLC BD affiliatedOtherApr 11, 2017Apr 18, 2024 (2564 d)
Connor LongLord, Abbett & Co. LLC otherColumbia Management Investment Advisers, LLC otherOtherMar 22, 2017Apr 24, 2017 (33 d)
Daniel Gerard HartLord, Abbett & Co. LLC otherNeuberger Berman Bd LLC no RAUMOtherMar 22, 2017Mar 25, 2021 (1464 d)
James Michael ScaltzLord, Abbett & Co. LLC otherWells Fargo Advisors wirehouseOtherFeb 23, 2017Feb 17, 2017
Eric Michael LevineLord, Abbett & Co. LLC otherBny Mellon Securities Corporation otherOtherJan 31, 2017Mar 2, 2017
Kirk Robert ThielLord, Abbett & Co. LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 16, 2016Feb 21, 2017 (67 d)
Stuart Raymond HigginsLord, Abbett & Co. LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 10, 2016Nov 4, 2016
Jasdeep KheraLord, Abbett & Co. LLC otherAltera Private Wealth LLC state registeredOtherOct 10, 2016Oct 7, 2025 (3284 d)
Ryan F MaxwellLord, Abbett & Co. LLC otherUnited Capital Financial Advisors otherOtherSep 21, 2016Sep 14, 2017 (358 d)
Casey Edward MillerLord, Abbett & Co. LLC otherHartford Funds otherOtherAug 9, 2016Oct 11, 2016 (63 d)
Sayuri KhandavilliLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherAug 1, 2016Jan 3, 2017 (155 d)
Lauren Feigelman ColonLord, Abbett & Co. LLC otherNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 6, 2016Jul 14, 2016
Jeffrey Curry SmithLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherApr 1, 2016Jan 4, 2017 (278 d)
Taylor Rae MavrakosLord, Abbett & Co. LLC otherIndependent Financial Partners otherOtherJan 4, 2016Apr 27, 2016 (114 d)
Jennifer Lenore ChaseLord, Abbett & Co. LLC otherPrimerica Advisors national BDOtherDec 2, 2015Jul 8, 2021 (2045 d)
Michael Ryan AulsonLord, Abbett & Co. LLC otherBny Mellon Securities Corporation otherOtherNov 6, 2015Dec 2, 2015
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251 moves match.