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 Conrad Siegel 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 |
|---|---|---|---|---|---|
| Nathan Randolph Bailey | Conrad Siegel Investment Advisors institutional | Stonebridge Financial Group, LLC independent RIA | Other | Jun 10, 2026 | Jun 3, 2026 |
| Bansari Patel | Conrad Siegel Investment Advisors institutional | Equitable Advisors, LLC national BD | Other | May 12, 2023 | Jun 25, 2024 (410 d) |
| Bridget Quigley Casher | Conrad Siegel Investment Advisors institutional | Hightower Advisors, LLC BD affiliated | Other | Jan 11, 2023 | Jan 23, 2023 |
| Chrystal L Woollett | Conrad Siegel Investment Advisors institutional | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Sep 30, 2021 | Nov 4, 2022 (400 d) |
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4 moves match.