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 Sand Hill Global Advisors, 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 |
|---|---|---|---|---|---|
| Matthew Osder | Sand Hill Global Advisors, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | May 20, 2026 | May 15, 2026 |
| Hailey Elizabeth Hagy | Sand Hill Global Advisors, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | May 15, 2025 | Jun 2, 2025 |
| Emmett M Kelly Garcia | Sand Hill Global Advisors, LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2024 | Aug 22, 2024 (36 d) |
| Madeline Loomis Phillips | Sand Hill Global Advisors, LLC independent RIA | Smart Investor, LLC independent RIA | RIA to RIA | Mar 11, 2022 | Sep 9, 2020 |
| Christina Ko Talbot | Sand Hill Global Advisors, LLC other | Morgan Stanley wirehouse | Other | Jun 18, 2012 | Oct 17, 2012 (121 d) |
| Tyler Justin Scott | Sand Hill Global Advisors, LLC other | Wealth Architects, LLC other | Other | May 17, 2012 | Nov 19, 2012 (186 d) |
| Laura Kogen | Sand Hill Global Advisors, LLC other | Fidelity Personal And Workplace Advisors BD affiliated | Other | Aug 24, 2011 | Sep 19, 2023 (4409 d) |
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7 moves match.