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 Baker Tilly Investment 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.

Advisor	From	To	Type	Left	Registered
Steven Nicholas Hooyman	Baker Tilly Investment Advisors other	Copper Harbor Investment Advisors, LLC other	Other	Jul 8, 2013	Jan 2, 2014 (178 d)
Robert Alvin Cron	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jul 17, 2013
Bruce Robert Laning	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 25, 2013
Marc Vincent Mcdowell	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 19, 2013
Laura Sue Barry	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 13, 2013
Jay Anthony Czarapata	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 13, 2013
Kelly Lynn Baumbach	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 13, 2013
Stephanie Mavis D'Ippolito	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 19, 2013
Jennifer Lynn Giemza	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 21, 2013
Dale Michael Schumacher	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 20, 2013
John Kenneth Richards	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 19, 2013
Justin Louis Goldstein	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	Jul 8, 2013	Jun 12, 2013
Amy Johanna Sitter	Baker Tilly Investment Advisors other	Copper Harbor Investment Advisors, LLC other	Other	Jun 24, 2013	Jun 10, 2016 (1082 d)
Abby R Bare	Baker Tilly Investment Advisors other	Wealthspire Advisors other	Other	May 14, 2013	Jun 12, 2013
Susan Leighton Jansen	Baker Tilly Investment Advisors other	Advisors' Pride Inc. no RAUM	Other	Dec 31, 2011	Oct 29, 2014 (1033 d)
Sandra Ann Risgaard	Baker Tilly Investment Advisors other	Schenck Investment Solutions LLC other	Other	Dec 21, 2009	Jun 26, 2015 (2013 d)
Roy E Cook	Baker Tilly Investment Advisors other	Oak Brook Strategic Investment Advisors LLC unclassified	Other	Sep 24, 2009	Sep 21, 2009
Jeremy Paul Schwab	Baker Tilly Investment Advisors other	Uvest Financial Services Group, Inc. unclassified	Other	Jul 17, 2009	Oct 7, 2010 (447 d)
Daniel Glenn Stafford	Baker Tilly Investment Advisors other	Coordinated Capital Securities, Inc. other	Other	Jul 9, 2009	Aug 18, 2009 (40 d)
Gregory Bryan Pierce	Baker Tilly Investment Advisors other	Reinhart Partners, LLC other	Other	May 15, 2007	Jul 25, 2007 (71 d)
Christopher Kevin Kelly	Baker Tilly Investment Advisors other	Walnut Street Securities, Inc. other	Other	Dec 20, 2006	Jul 14, 2008 (572 d)
Mark Alan Meier	Baker Tilly Investment Advisors other	R. Meier, Inc. other	Other	Mar 3, 2006	Mar 17, 2006
Ronald Edward Lehmann	Baker Tilly Investment Advisors other	Johnson Wealth Inc. mixed wealth	Other	Jan 10, 2005	Jan 15, 2024 (6944 d)
Tal Diekvoss	Baker Tilly Investment Advisors other	Strong Capital Management Inc unclassified	Other	Jun 6, 2003	Sep 29, 2003 (115 d)

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24 moves match.