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
Charles John RoseLord, Abbett & Co. LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherSep 9, 2015Nov 30, 2015 (82 d)
Kyle Ashley FredericksonLord, Abbett & Co. LLC otherUBS Financial Services Inc. wirehouseOtherAug 12, 2015Oct 12, 2015 (61 d)
Danielle SmallLord, Abbett & Co. LLC otherPgim Investments LLC otherOtherAug 5, 2015Oct 27, 2015 (83 d)
James Andrew ReevesLord, Abbett & Co. LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 13, 2015Aug 20, 2015 (38 d)
Marek MezykLord, Abbett & Co. LLC otherMorgan Stanley Investment Management Inc. otherOtherJun 1, 2015Jul 21, 2015 (50 d)
David Robert HrehaLord, Abbett & Co. LLC otherCapital Client Group, Inc. no RAUMOtherMay 12, 2015May 27, 2015
Ryan Austria VerfurthLord, Abbett & Co. LLC otherBny Mellon Securities Corporation otherOtherApr 22, 2015Jun 15, 2015 (54 d)
Ross Eric IngberLord, Abbett & Co. LLC otherClearbridge Investments, LLC otherOtherApr 16, 2015Jan 9, 2017 (634 d)
Angela Yuan-Yuan HouLord, Abbett & Co. LLC otherNeuberger Berman Bd LLC otherOtherApr 7, 2015Apr 6, 2015
Joseph N. DolesLord, Abbett & Co. LLC otherBlackrock Investment Management, LLC otherOtherMar 16, 2015Mar 31, 2015
Diane Marie ReedLord, Abbett & Co. LLC otherVirtus Capital Advisers, LLC otherOtherFeb 9, 2015Mar 18, 2015 (37 d)
Thomas Joseph GranaghanLord, Abbett & Co. LLC otherForesters Advisory Services, LLC otherOtherJan 5, 2015Feb 3, 2016 (394 d)
Lauren Rabadeau BollingerLord, Abbett & Co. LLC otherWells Fargo Advisors wirehouseOtherJan 5, 2015Mar 3, 2015 (57 d)
Chase Michael NadellLord, Abbett & Co. LLC otherWells Fargo Advisors wirehouseOtherJan 5, 2015Apr 13, 2016 (464 d)
Robert Anthony GarianoLord, Abbett & Co. LLC otherCetera Investment Advisers LLC otherOtherJan 5, 2015Jan 12, 2015
Alex Samuel KatzLord, Abbett & Co. LLC otherTouchstone Advisors Inc otherOtherNov 11, 2014Nov 26, 2014
Jeffrey Michael SchulzeLord, Abbett & Co. LLC otherClearbridge Investments, LLC mixed wealthOtherNov 10, 2014May 15, 2021 (2378 d)
Robert M WeldonLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherOct 21, 2014Jun 24, 2015 (246 d)
William James ParkerLord, Abbett & Co. LLC otherPgim Quantitative Solutions otherOtherOct 20, 2014Feb 3, 2015 (106 d)
Stephen Edward BairdLord, Abbett & Co. LLC otherJemma Financial Services otherOtherOct 20, 2014Jan 27, 2022 (2656 d)
Meredith Walton HenryLord, Abbett & Co. LLC otherThree Bell Capital LLC otherOtherOct 7, 2014Oct 23, 2014
James Gerard GuideraLord, Abbett & Co. LLC otherClearbridge Investments, LLC otherOtherOct 7, 2014Dec 16, 2014 (70 d)
Karsten K. HolbeinLord, Abbett & Co. LLC otherBlackrock Investment Management, LLC otherOtherOct 7, 2014Nov 5, 2014
Kai LiuLord, Abbett & Co. LLC otherGilder Gagnon Howe & Co. LLC otherOtherOct 7, 2014Oct 20, 2014
Elizabeth Rose CilloLord, Abbett & Co. LLC otherCapital Guardian Trust Company otherOtherSep 30, 2014Aug 31, 2015 (335 d)
Joshua R KantorLord, Abbett & Co. LLC otherInvesco Advisers, Inc. otherOtherSep 4, 2014Sep 11, 2014
Robert Joseph WojehowskiLord, Abbett & Co. LLC otherNew York Life Investment Management LLC otherOtherAug 11, 2014Aug 27, 2014
Louis Augustus FennellLord, Abbett & Co. LLC otherBlackrock Investment Management, LLC otherOtherAug 6, 2014Aug 28, 2014
Ricardo Jose RuizLord, Abbett & Co. LLC otherClearbridge Investments, LLC otherOtherAug 6, 2014Oct 23, 2014 (78 d)
Hudson Charles WalkerLord, Abbett & Co. LLC otherMfs Institutional Advisors Inc. otherOtherJul 28, 2014Sep 2, 2014 (36 d)
Ashley Elizabeth CarrLord, Abbett & Co. LLC otherNeuberger Berman Bd LLC otherOtherJul 21, 2014Jul 24, 2014
Clinton James JonesLord, Abbett & Co. LLC otherBny Mellon Securities Corporation otherOtherMay 13, 2014May 13, 2014
Eric Michael ClarkLord, Abbett & Co. LLC otherPacer Advisors, Inc. otherOtherApr 23, 2014Apr 20, 2016 (728 d)
Brian S TerwilligerLord, Abbett & Co. LLC otherEdward Jones national BDOtherApr 23, 2014Feb 8, 2022 (2848 d)
M Jeremy MckitrickLord, Abbett & Co. LLC otherNeuberger Berman Bd LLC otherOtherApr 10, 2014Apr 8, 2014
Robert Philip SullivanLord, Abbett & Co. LLC otherHbw Advisory Services LLC independent RIAOtherApr 10, 2014Feb 8, 2024 (3591 d)
Andrew KoltunowiczLord, Abbett & Co. LLC otherDelaware Capital Management Advisers, Inc no RAUMOtherApr 10, 2014Jan 18, 2017 (1014 d)
Kevin BrennanLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherApr 4, 2014Mar 20, 2014
Lori Ann MurphyLord, Abbett & Co. LLC otherHartford Funds otherOtherJan 6, 2014Dec 10, 2015 (703 d)
Ronald Pauly MayfieldLord, Abbett & Co. LLC otherLPL Financial LLC otherOtherJan 6, 2014Jan 9, 2014
Chelsea Jean CharetteLord, Abbett & Co. LLC otherWedge Capital Management Llp institutionalOtherNov 7, 2013Feb 13, 2020 (2289 d)
Kelsey Keanna HasterlikLord, Abbett & Co. LLC otherSgl Investment Advisors, Inc. otherOtherOct 2, 2013Oct 1, 2013
Kyle Kramer HogueLord, Abbett & Co. LLC otherMML Investors Services, LLC BD affiliatedOtherAug 13, 2013Jul 27, 2021 (2905 d)
Daniel GreenLord, Abbett & Co. LLC otherUBS Financial Services Inc. wirehouseOtherJul 30, 2013Jul 29, 2013
Jonathan Michael WeitzLord, Abbett & Co. LLC otherNew York Life Investment Management LLC otherOtherJul 12, 2013Jul 23, 2013
Bryan Patrick KeorletLord, Abbett & Co. LLC otherPnc Wealth Management otherOtherJul 12, 2013Jul 30, 2013
Joel Aaron SchiffmanLord, Abbett & Co. LLC otherColumbia Management Investment Advisers, LLC otherOtherMay 23, 2013Sep 3, 2013 (103 d)
Dennis Thomas ByrneLord, Abbett & Co. LLC otherRaymond James Financial Services Advisors, Inc otherOtherMay 23, 2013Mar 27, 2014 (308 d)
Keith Thomas TruexLord, Abbett & Co. LLC otherAdvice And Planning Services otherOtherMay 23, 2013Sep 23, 2014 (488 d)
Christopher Peter FuschilloLord, Abbett & Co. LLC otherManulife Investment Management (US) LLC otherOtherMay 10, 2013Jun 3, 2013
Jon Cramer VandevanderLord, Abbett & Co. LLC otherMorgan Stanley wirehouseOtherMay 10, 2013Feb 5, 2015 (636 d)
Melissa Marie WybleLord, Abbett & Co. LLC otherNeuberger Berman Bd LLC otherOtherMay 10, 2013May 15, 2013
Jason Francis RuimermanLord, Abbett & Co. LLC otherRBC Capital Markets, LLC national BDOtherApr 10, 2013Apr 15, 2013
Andy Odinga TyndallLord, Abbett & Co. LLC otherMfs Institutional Advisors Inc. otherOtherJan 17, 2013Mar 4, 2013 (46 d)
Nancy Sarah NoonLord, Abbett & Co. LLC otherDunham otherOtherJan 17, 2013Mar 3, 2014 (410 d)
Amy Lee JohnstonLord, Abbett & Co. LLC otherMorgan Stanley wirehouseOtherJan 17, 2013Apr 3, 2013 (76 d)
Li Yan JiangLord, Abbett & Co. LLC otherBlackrock Fund Advisors otherOtherMay 14, 2012May 15, 2012
Paul Joseph MccoyLord, Abbett & Co. LLC otherTotal Wealth Advisors, LLC independent RIAOtherMay 2, 2012Jan 27, 2014 (635 d)
David Joseph HillLord, Abbett & Co. LLC otherMiller Investment Management, LP otherOtherApr 24, 2012Oct 7, 2016 (1627 d)
Robert Daniel FlynnLord, Abbett & Co. LLC otherAmundi Pioneer Institutional Asset Management, Inc. otherOtherMar 9, 2012Mar 26, 2012
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251 moves match.