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 Royal Bank Of Canada Investment Management(USA) Limited
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 |
|---|---|---|---|---|---|
| Christopher James Girdler | Royal Bank Of Canada Investment Management(USA) Limited other | RBC Private Counsel (USA) Inc. BD affiliated | Other | Jan 29, 2018 | Oct 21, 2024 (2457 d) |
| Michael Geoffrey Greenwood | Royal Bank Of Canada Investment Management(USA) Limited other | Schroder Wealth Management (US) Limited independent RIA | Other | Jan 4, 2018 | Nov 30, 2025 (2887 d) |
| Martin John Heale | Royal Bank Of Canada Investment Management(USA) Limited other | Schroder Wealth Management (US) Limited independent RIA | Other | Jul 14, 2017 | Oct 13, 2025 (3013 d) |
| Janette Clare Saxer | Royal Bank Of Canada Investment Management(USA) Limited other | Schroder Wealth Management (US) Limited independent RIA | Other | Jul 13, 2017 | Oct 13, 2025 (3014 d) |
| Tracy L Maeter | Royal Bank Of Canada Investment Management(USA) Limited other | J.P. Morgan Securities LLC wirehouse | Other | Mar 18, 2013 | Apr 5, 2024 (4036 d) |
Page 1 of 1
5 moves match.