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
Kathryn Rhea JonesLord, Abbett & Co. LLC otherValic Financial Advisors, Inc. otherOtherApr 27, 2005Jan 9, 2013 (2814 d)
Kevin Michael GibneyLord, Abbett & Co. LLC otherGoldman Sachs Wealth Services, L.P. otherOtherFeb 25, 2005Mar 30, 2005 (33 d)
Kevin Charles SchmidtLord, Abbett & Co. LLC otherUBS Financial Services Inc. wirehouseOtherDec 3, 2004Aug 24, 2006 (629 d)
John A PellegriniLord, Abbett & Co. LLC otherBny Mellon Securities Corporation otherOtherJun 14, 2004Aug 3, 2004 (50 d)
Maryam VahabzadehLord, Abbett & Co. LLC otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherMay 28, 2004Jul 19, 2021 (6261 d)
Philip Michael ScioliLord, Abbett & Co. LLC otherJ.P. Morgan Investment Management Inc. otherOtherApr 5, 2004Dec 2, 2004 (241 d)
Korey Don RogersLord, Abbett & Co. LLC otherEdward Jones national BDOtherMar 2, 2004Jun 24, 2010 (2305 d)
Richard Anthony SabecLord, Abbett & Co. LLC otherCapital Client Group, Inc. no RAUMOtherJan 13, 2004May 22, 2013 (3417 d)
Kenneth HullingsLord, Abbett & Co. LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 11, 2003Apr 30, 2004 (171 d)
Kevin Matthew ShanleyLord, Abbett & Co. LLC otherJ.P. Morgan Investment Management Inc. otherOtherOct 24, 2003Oct 31, 2003
Christin Allison ShifflettLord, Abbett & Co. LLC otherLPL Financial LLC independent RIAOtherFeb 13, 2003Jan 23, 2023 (7284 d)
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251 moves match.