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.

Advisor	From	To	Type	Left	Registered
Bryan Allen Schwarz	Lord, Abbett & Co. LLC other	Putnam Investment Management, LLC other	Other	Sep 22, 2011	Feb 7, 2012 (138 d)
Louis Ferriello	Lord, Abbett & Co. LLC other	Chase Investment Services Corp. other	Other	Sep 20, 2011	Dec 23, 2011 (94 d)
Julina Lee Ogilvie	Lord, Abbett & Co. LLC other	Principle Wealth independent RIA	Other	Jul 27, 2011	Apr 17, 2020 (3187 d)
Derek Allen Cook	Lord, Abbett & Co. LLC other	Blackrock Financial Management, Inc other	Other	May 9, 2011	May 27, 2011
Stephen Wallace Kowitski	Lord, Abbett & Co. LLC other	Cuna Brokerage Services, Inc. other	Other	Mar 4, 2011	May 2, 2011 (59 d)
Jason James Morski	Lord, Abbett & Co. LLC other	New York Life Investment Management LLC other	Other	Mar 4, 2011	Mar 11, 2011
Bryan George Bertucci	Lord, Abbett & Co. LLC other	Raymond James & Associates, Inc. national BD	Other	Feb 24, 2011	Jan 8, 2019 (2875 d)
Marc Gensler	Lord, Abbett & Co. LLC other	Red Oak Wealth Advisors, LLC unclassified	Other	Jan 18, 2011	Jan 18, 2011
Brian Andrew Resnick	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. asset manager	Other	Dec 13, 2010	Nov 28, 2023 (4733 d)
Anthony Marco Gaudiosi	Lord, Abbett & Co. LLC other	Eagle Strategies LLC other	Other	Dec 6, 2010	Jan 11, 2011 (36 d)
Eli Mark Salzmann	Lord, Abbett & Co. LLC other	Neuberger Berman Bd LLC other	Other	Nov 16, 2010	Feb 3, 2011 (79 d)
Brent Landon Charriere	Lord, Abbett & Co. LLC other	Natixis Advisors, LLC other	Other	Jul 15, 2010	Jul 19, 2010
Christopher Albert Tarantino	Lord, Abbett & Co. LLC other	Fisher Investments other	Other	Jun 10, 2010	Oct 6, 2010 (118 d)
Christopher Ronald Miller	Lord, Abbett & Co. LLC other	Knott Asset Management, LLC other	Other	Jun 4, 2010	Jun 6, 2011 (367 d)
David Eugene Donnelly	Lord, Abbett & Co. LLC other	Scully Capital Management, LLC unclassified	Other	Apr 9, 2010	Apr 29, 2010
David Jerome Wright	Lord, Abbett & Co. LLC other	Edward Jones national BD	Other	Mar 25, 2010	Aug 16, 2010 (144 d)
Hector Mendez	Lord, Abbett & Co. LLC other	Eagle Strategies LLC other	Other	Mar 1, 2010	Oct 6, 2010 (219 d)
David I Friedman	Lord, Abbett & Co. LLC other	New York Life Investment Management LLC other	Other	Jan 29, 2010	Feb 18, 2010
Tobin Matthew Crowder	Lord, Abbett & Co. LLC other	First Trust Advisors LP other	Other	Oct 2, 2009	Nov 19, 2009 (48 d)
Khuong Bao Chau	Lord, Abbett & Co. LLC other	Summit Financial Group Inc other	Other	Aug 3, 2009	Jan 13, 2010 (163 d)
Reid Keoki Takamoto	Lord, Abbett & Co. LLC other	UBS Financial Services Inc. wirehouse	Other	Jun 17, 2009	Sep 16, 2009 (91 d)
Brian Raymond Gregorek	Lord, Abbett & Co. LLC other	Edward Jones national BD	Other	Jun 17, 2009	Nov 9, 2009 (145 d)
Darren L Luckfield	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. other	Other	Mar 19, 2009	Jan 19, 2011 (671 d)
John Michael Dolan	Lord, Abbett & Co. LLC other	Chase Investment Services Corp. other	Other	Mar 19, 2009	Apr 15, 2009
Jeffrey Douglas Wright	Lord, Abbett & Co. LLC other	Russell Investments other	Other	Nov 28, 2008	Dec 3, 2008
John Benedict Thomas	Lord, Abbett & Co. LLC other	Capital Client Group, Inc. no RAUM	Other	Nov 6, 2008	May 29, 2013 (1665 d)
Daniel P Mcgovern	Lord, Abbett & Co. LLC other	Chase Investment Services Corp. other	Other	Nov 6, 2008	Jan 26, 2009 (81 d)
Patrick Sheehan	Lord, Abbett & Co. LLC other	Morgan Stanley wirehouse	Other	Sep 18, 2008	Aug 31, 2009 (347 d)
Kevin Edward Cox	Lord, Abbett & Co. LLC other	Arete Wealth Advisors, LLC BD affiliated	Other	Aug 1, 2008	Mar 28, 2022 (4987 d)
Aimee Ruth Korch	Lord, Abbett & Co. LLC other	Neuberger Berman Bd LLC other	Other	Jun 20, 2008	Sep 7, 2011 (1174 d)
Stephen Brian May	Lord, Abbett & Co. LLC other	Capital Client Group, Inc. no RAUM	Other	Jun 2, 2008	Nov 8, 2013 (1985 d)
Maria Cristina Palanca Livadary	Lord, Abbett & Co. LLC other	Russell Investments other	Other	Apr 28, 2008	Apr 30, 2008
Paul Schieber	Lord, Abbett & Co. LLC other	Principal Asset Management other	Other	Dec 3, 2007	Dec 21, 2021 (5132 d)
Mary Louise Fletcher	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. other	Other	Sep 17, 2007	Apr 8, 2008 (204 d)
Ryan M. Hunt	Lord, Abbett & Co. LLC other	Citigroup Global Markets Inc. other	Other	Aug 9, 2007	Aug 21, 2007
Tiffanie L Salisbury	Lord, Abbett & Co. LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 30, 2007	Oct 12, 2007 (74 d)
Stephen John Leone	Lord, Abbett & Co. LLC other	Neuberger Berman Bd LLC other	Other	Jul 24, 2007	Jul 18, 2007
Andrew Christian Reilly	Lord, Abbett & Co. LLC other	Principal Asset Management other	Other	Jul 9, 2007	Jan 10, 2022 (5299 d)
Robert Emmet Coyne	Lord, Abbett & Co. LLC other	New York Life Investment Management LLC other	Other	May 17, 2007	Jun 27, 2007 (41 d)
Reny Mathew	Lord, Abbett & Co. LLC other	Bny Mellon Securities Corporation other	Other	Apr 23, 2007	Apr 17, 2008 (360 d)
John Stephen Guyet	Lord, Abbett & Co. LLC other	Nuveen Fund Advisors, LLC other	Other	Apr 16, 2007	Jul 16, 2007 (91 d)
James Mark Lavan	Lord, Abbett & Co. LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 13, 2007	May 18, 2007 (35 d)
Julie Gerstmayr Kelly	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. other	Other	Apr 13, 2007	Jun 26, 2007 (74 d)
Bryan Wilczewski	Lord, Abbett & Co. LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 2, 2007	May 8, 2007 (36 d)
Alex Marcus David	Lord, Abbett & Co. LLC other	Wells Fargo Advisors wirehouse	Other	Mar 22, 2007	Jun 25, 2008 (461 d)
Mark Christon Smith	Lord, Abbett & Co. LLC other	UBS Financial Services Inc. wirehouse	Other	Dec 15, 2006	Feb 15, 2012 (1888 d)
Thomas Patrick Kiley	Lord, Abbett & Co. LLC other	Blackrock Fund Advisors other	Other	Nov 17, 2006	Jan 9, 2014 (2610 d)
Timothy Steven Nash	Lord, Abbett & Co. LLC other	J.P. Morgan Securities LLC wirehouse	Other	Nov 2, 2006	Jul 18, 2023 (6102 d)
Michael Edward Burke	Lord, Abbett & Co. LLC other	Principal Asset Management other	Other	Oct 25, 2006	Jun 16, 2022 (5713 d)
Joseph R. Mclean	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. other	Other	Oct 5, 2006	Oct 31, 2006
Christopher Anthony Mangiapane	Lord, Abbett & Co. LLC other	Bny Mellon Securities Corporation other	Other	Aug 28, 2006	Sep 25, 2006
Harvey Patrick Steele	Lord, Abbett & Co. LLC other	New York Life Investment Management LLC other	Other	Aug 11, 2006	Apr 30, 2007 (262 d)
Thomas Carl Pfeifer	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. other	Other	Jul 17, 2006	Jul 27, 2006
Michael Robert Kraics	Lord, Abbett & Co. LLC other	Russell Investments other	Other	Jul 13, 2006	Sep 24, 2008 (804 d)
Morgan Lyn Glaser	Lord, Abbett & Co. LLC other	Bny Mellon Securities Corporation other	Other	Jun 15, 2006	Aug 31, 2006 (77 d)
Robert E Emrich	Lord, Abbett & Co. LLC other	Alliancebernstein L.P. other	Other	Apr 10, 2006	Apr 17, 2006
Timothy Ryan Odonovan	Lord, Abbett & Co. LLC other	Amg Distributors, Inc. unclassified	Other	Feb 1, 2006	Feb 16, 2006
Justin Richard Cannella	Lord, Abbett & Co. LLC other	Pnc Wealth Management other	Other	Feb 1, 2006	Mar 2, 2006
William Ryan Chisholm	Lord, Abbett & Co. LLC other	Thornburg Investment Management Inc other	Other	Jan 5, 2006	Apr 17, 2012 (2294 d)
Matthew Jacob Fleissig	Lord, Abbett & Co. LLC other	Goldman Sachs Wealth Services, L.P. other	Other	Aug 31, 2005	Nov 10, 2005 (71 d)

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251 moves match.