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 Brinker Capital 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.

Advisor	From	To	Type	Left	Registered
Paul J Cook	Brinker Capital Inc BD affiliated	Gwn Securities Inc. BD affiliated	Affiliated broker-dealer or bank to another	Apr 24, 2020	Jun 5, 2020 (42 d)
Frank J Pizzichillo	Brinker Capital Inc BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Jan 3, 2020	Jun 8, 2021 (522 d)
Colton Inglis Growney	Brinker Capital Inc BD affiliated	Hotaling Investment Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 8, 2019	Jun 15, 2021 (830 d)
Francisco Acevedo	Brinker Capital Inc BD affiliated	Robustwealth, Inc. asset manager	Other	Nov 2, 2018	Dec 3, 2018 (31 d)
James Otto Shoup	Brinker Capital Inc BD affiliated	Geneos Wealth Management, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Aug 10, 2018	Aug 15, 2018
Jean A. Heath	Brinker Capital Inc other	Envestnet Pmc BD affiliated	Other	Jan 19, 2018	Jan 15, 2020 (726 d)
John Joseph Obrien	Brinker Capital Inc other	Innovative Investment Fiduciaries, LLC no RAUM	Other	Jan 2, 2018	Apr 10, 2018 (98 d)
Danny James Mcgovern	Brinker Capital Inc other	Erben Associates, LLC independent RIA	Other	Jan 2, 2018	Feb 16, 2018 (45 d)
John Edward Coyne	Brinker Capital Inc other	Spouting Rock Asset Management, LLC mixed wealth	Other	Jan 2, 2018	Aug 14, 2018 (224 d)
Bradley Thomas Weber	Brinker Capital Inc other	Stancorp Investment Advisers, Inc. other	Other	Nov 17, 2017	Dec 11, 2017
Francis Randall	Brinker Capital Inc other	Newport Group Consulting, LLC other	Other	Sep 15, 2017	Dec 8, 2017 (84 d)
George Brooks Wrightnour	Brinker Capital Inc other	MML Investors Services, LLC other	Other	Sep 7, 2017	Feb 26, 2018 (172 d)
John Joseph Solomon	Brinker Capital Inc other	The Baldwin Group Wealth Advisors, LLC other	Other	Aug 28, 2017	Jul 2, 2025 (2865 d)
Ryan Michael Mcginn	Brinker Capital Inc other	Cambridge Investment Research Advisors, Inc. BD affiliated	Other	Jul 27, 2017	Sep 7, 2021 (1503 d)
Edward S Woehlcke	Brinker Capital Inc other	H. Beck, Inc. other	Other	Sep 6, 2016	Sep 9, 2016
Stuart Patterson Quint	Brinker Capital Inc other	Ambassador Wealth Management, LLC state registered	Other	Sep 1, 2016	Mar 8, 2018 (553 d)
Michael J Cole	Brinker Capital Inc other	MML Investors Services, LLC BD affiliated	Other	Jun 24, 2016	Jun 24, 2024 (2922 d)
William Howard Miller	Brinker Capital Inc other	H. Beck, Inc. other	Other	Apr 7, 2016	Mar 22, 2017 (349 d)
Sean Michael Agnew	Brinker Capital Inc other	Mill Creek Capital Advisors, LLC independent RIA	Other	Mar 8, 2016	May 24, 2018 (807 d)
Sean P Ryan	Brinker Capital Inc other	Cetera Advisor Networks LLC other	Other	Feb 3, 2016	Feb 23, 2016
Timothy Andrew Chisholm	Brinker Capital Inc other	Msi Financial Services, Inc. other	Other	May 12, 2015	Aug 7, 2015 (87 d)
Francis Duncan Depiano	Brinker Capital Inc other	Sei Investments Management Corp other	Other	Jan 2, 2015	Feb 24, 2015 (53 d)
Brian David Bono	Brinker Capital Inc other	Park Avenue Securities LLC other	Other	Sep 22, 2009	Feb 16, 2010 (147 d)
Josh Dreseris	Brinker Capital Inc other	Td Ameritrade Investment Management, LLC other	Other	Mar 20, 2009	May 20, 2009 (61 d)
John Matthew Ring	Brinker Capital Inc other	Keystone Capital Advisors state registered	Other	Mar 20, 2009	Jan 4, 2010 (290 d)
Brad Michael Maurer	Brinker Capital Inc other	Grant Williams L.P. unclassified	Other	Dec 12, 2007	Aug 13, 2013 (2071 d)
James Drew Harrington	Brinker Capital Inc other	Ameriserv Wealth Advisors Inc other	Other	Aug 24, 2007	Jan 21, 2010 (881 d)
Edward Andrew Kushma	Brinker Capital Inc other	Northern Trust Securities, Inc no RAUM	Other	Aug 17, 2006	Sep 25, 2006 (39 d)
Seamus Thomas Obrien	Brinker Capital Inc other	Bny Mellon Advisors, Inc. other	Other	Aug 27, 2004	Jun 6, 2008 (1379 d)
David Michael Richman	Brinker Capital Inc other	Fisher Investments other	Other	May 6, 2004	Jan 16, 2004

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30 moves match.