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 Washington Trust Advisors

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
Walter Henry RiesterWashington Trust Advisors independent RIAFlagship Harbor Advisors, LLC independent RIARIA to RIAJul 25, 2023Sep 11, 2023 (48 d)
Susan Ruth ArnoldWashington Trust Advisors independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2022Sep 27, 2022
Ronald David HaltermanWashington Trust Advisors independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2022Sep 27, 2022
Nicholas Thomas RossiWashington Trust Advisors independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2022Sep 27, 2022
Brett Coleman LonerganWashington Trust Advisors independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2022Sep 27, 2022
Zachary Maxwell CliffordWashington Trust Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 7, 2022Mar 31, 2022
Maria Anna StaffiereWashington Trust Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 22, 2019Jun 24, 2019
Kerry Paul FalcoWashington Trust Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 22, 2019Jun 21, 2019
Matthew Douglas BiggarWashington Trust Advisors independent RIAStage Harbor Financial no RAUMRIA to a newly registered adviserFeb 19, 2018Feb 16, 2018
Andre Matos FernandesWashington Trust Advisors independent RIAStage Harbor Financial no RAUMRIA to a newly registered adviserFeb 19, 2018Feb 16, 2018
William Francis LefavorWashington Trust Advisors independent RIAStage Harbor Financial no RAUMRIA to a newly registered adviserFeb 19, 2018Feb 20, 2018
Timothy Robert CoutureWashington Trust Advisors otherGoodman Advisory Group, LLC no RAUMOtherFeb 14, 2017Feb 22, 2017
Zachery Paul BoskovichWashington Trust Advisors otherAscent Capital otherOtherAug 1, 2016Sep 20, 2016 (50 d)
James Patrick ScanlanWashington Trust Advisors otherSymmetry Partners otherOtherJul 7, 2016Apr 20, 2017 (287 d)
Brian Garrett HennessyWashington Trust Advisors otherHennessy Financial Services unclassifiedOtherJun 20, 2014Jul 16, 2014
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15 moves match.