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 Brownson, Rehmus & Foxworth, Inc.

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
Andrew DotenBrownson, Rehmus & Foxworth, Inc. independent RIAFiducient Advisors LLC mixed wealthRIA to RIAApr 12, 2022Feb 7, 2023 (301 d)
Suzanne Marie WetzelBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Mary Claire AllvineBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 5, 2022
Rebecca Ellen DeatonBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 19, 2022
Katherine Tara DonaldsonBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Ruth Fiorentino UressBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 14, 2022
Kristin Lee BalonBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Anne Roesner PettyBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Kathryn C. GlanzBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 21, 2022
Jennifer Marie DavisBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 18, 2022
Kelsey Anne SpresserBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Maureen Vigland MillerBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Phoebe Claire StefaniBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Quinn Patrick MartinBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 14, 2022
Whitney Kathryn Spalding SpencerBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 14, 2022
Alyssa Kathleen SchusterBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Andrew John IshBrownson, Rehmus & Foxworth, Inc. independent RIABroadview Financial Management, LLC independent RIARIA to RIAJul 21, 2021Aug 13, 2021
Allison KollarBrownson, Rehmus & Foxworth, Inc. independent RIABordeaux Wealth Advisors independent RIARIA to RIAJan 6, 2021Oct 5, 2021 (272 d)
April Michelle SullivanBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019May 23, 2022 (874 d)
Steven Robinson RehmusBrownson, Rehmus & Foxworth, Inc. independent RIABrf Aspen, LLC unclassifiedOtherDec 31, 2019Mar 16, 2012
Zachary Aaron HerlickBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Justin Rodman MandlyBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Kc Richard CorkeryBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Jeffrey Nmn LinBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Brianna Marie MariolleBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Catherine Ann PittsBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Gustavo Pires De Oliveira DiasBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Andrew Duncan PorterBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Matthew Jordan SantosBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIADec 31, 2019Mar 10, 2020 (70 d)
Andrew Ferris BootheBrownson, Rehmus & Foxworth, Inc. independent RIAPortola Partners independent RIARIA to RIAJan 2, 2019Jun 26, 2020 (541 d)
Adam Swenson DurfeeBrownson, Rehmus & Foxworth, Inc. independent RIAIconiq Capital, LLC mixed wealthRIA to RIAOct 5, 2018Dec 5, 2018 (61 d)
Ashley BradburnBrownson, Rehmus & Foxworth, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 15, 2016Aug 22, 2017 (280 d)
Jennifer Marie DavisBrownson, Rehmus & Foxworth, Inc. otherSchwab Wealth Advisory, Inc. otherOtherJul 1, 2015Aug 26, 2015 (56 d)
Anjali Jariwala JayakumarBrownson, Rehmus & Foxworth, Inc. otherFit Advisors LLC state registeredOtherMay 6, 2015Apr 30, 2015
Brae Sinclair HoldridgeBrownson, Rehmus & Foxworth, Inc. otherStandard Planning Company otherOtherMay 6, 2015Dec 8, 2017 (947 d)
Jason Michael KissBrownson, Rehmus & Foxworth, Inc. no RAUMAspiriant, LLC otherOtherJun 17, 2014Jun 19, 2014
Andrew Dimmitt HartBrownson, Rehmus & Foxworth, Inc. no RAUMDelegate Advisors, LLC independent RIAOtherFeb 13, 2012Apr 22, 2022 (3721 d)
Christopher Daniel ChavezBrownson, Rehmus & Foxworth, Inc. no RAUMUBS Financial Services Inc. wirehouseOtherFeb 13, 2012Jul 16, 2013 (519 d)
Christopher Steven RothBrownson, Rehmus & Foxworth, Inc. no RAUMDelegate Advisors, LLC otherOtherJun 10, 2011Apr 30, 2013 (690 d)
Carla Taylor AdamsBrownson, Rehmus & Foxworth, Inc. no RAUMBlue Prairie Group,LLC otherOtherFeb 9, 2011Jun 25, 2013 (867 d)
Jonathon Andrew RothBrownson, Rehmus & Foxworth, Inc. no RAUMMorgan Stanley wirehouseOtherDec 20, 2010Jul 2, 2010
Daniel Thomas RyanBrownson, Rehmus & Foxworth, Inc. no RAUMSincerus Advisory independent RIAOtherNov 16, 2009May 14, 2020 (3832 d)
Lauren Melin MooneBrownson, Rehmus & Foxworth, Inc. no RAUMBmo Family Office, LLC otherOtherOct 6, 2009Dec 22, 2009 (77 d)
Millicent Maureen HolmesBrownson, Rehmus & Foxworth, Inc. no RAUMCrowe Wealth Management, LLC unclassifiedOtherApr 15, 2008Jan 20, 2009 (280 d)
Lindsey Marie ColeBrownson, Rehmus & Foxworth, Inc. no RAUMCole Park Financial Partners, LLC unclassifiedOtherDec 5, 2007Apr 17, 2013 (1960 d)
Sharon L KampnerBrownson, Rehmus & Foxworth, Inc. no RAUMPolaris Equity Management, Inc. otherOtherDec 5, 2007Jan 13, 2011 (1135 d)
Adam Jay GenslerBrownson, Rehmus & Foxworth, Inc. no RAUMGalileo Planning Group, Inc state registeredOtherMar 12, 2007Feb 22, 2007
Charles Vernon WiseBrownson, Rehmus & Foxworth, Inc. no RAUMGalileo Planning Group, Inc state registeredOtherMar 12, 2007Feb 22, 2007
Ana Dolora GaluteraBrownson, Rehmus & Foxworth, Inc. no RAUMGalileo Planning Group, Inc state registeredOtherMar 12, 2007Nov 28, 2006
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49 moves match.