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 Arnerich Massena, 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
Melody Marie BehnkeArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jul 10, 2024
Glen Jonathan GolandArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jul 10, 2024
Reegan Elizabeth RaeArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jul 10, 2024
David Jozef JanecArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jul 10, 2024
Matthew Stewart SampsonArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jul 10, 2024
Ryland Bennett MooreArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jul 10, 2024
Bryan Paul ShipleyArnerich Massena, Inc. independent RIAColdstream Wealth Management independent RIARIA to RIAAug 29, 2024Jan 1, 2026 (490 d)
Katherine Stewart FoxArnerich Massena, Inc. independent RIASunnybranch Wealth LLC state registeredRIA to a state-registered adviserSep 8, 2022Sep 12, 2022
Lukas Joseph ArnerichArnerich Massena, Inc. mixed wealthCreative Planning Institutional Advisors, LLC institutionalOtherDec 31, 2020Apr 1, 2021 (91 d)
Corrie Bergeron OlivaArnerich Massena, Inc. otherMatisse Capital mixed wealthOtherDec 20, 2017Apr 10, 2019 (476 d)
Sheree Demers ArntsonArnerich Massena, Inc. otherTru Independence Asset Management, LLC otherOtherOct 27, 2016Oct 6, 2016
Pradeep TempalliArnerich Massena, Inc. otherTru Independence Asset Management, LLC otherOtherOct 27, 2016Nov 10, 2016
Jacob Samuel OshaughnessyArnerich Massena, Inc. otherCreative Planning Institutional Advisors, LLC otherOtherJun 10, 2016Apr 13, 2016
Stuart James PaymentArnerich Massena, Inc. otherCreative Planning Institutional Advisors, LLC otherOtherJun 10, 2016Apr 8, 2016
Paul V GalindoArnerich Massena, Inc. otherFiduciary Consulting Group otherOtherDec 4, 2014Dec 11, 2014
David John ReichleArnerich Massena, Inc. otherRain Capital Management otherOtherNov 30, 2011Nov 17, 2011
Dane Leigh GrouellArnerich Massena, Inc. otherJhs Capital Advisors, LLC otherOtherDec 14, 2010Sep 10, 2013 (1001 d)
Jayson A DavidsonArnerich Massena, Inc. otherFiduciary Consulting Group otherOtherJul 24, 2008Feb 25, 2009 (216 d)
Robert Montgomery SteedArnerich Massena, Inc. otherFisher Investments otherOtherNov 27, 2007Nov 27, 2007
Brent Jameson PettyArnerich Massena, Inc. otherNorthwest Capital Management Inc. otherOtherJul 27, 2005Jun 16, 2005
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20 moves match.