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 Partners Capital Services, 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
Kevin M. SheehyPartners Capital Services, Inc. independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 3, 2025Nov 13, 2025
Timothy Vincent LongoPartners Capital Services, Inc. independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 28, 2024Sep 30, 2024
Kevin John McpheePartners Capital Services, Inc. independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2024Jan 4, 2024
Robert Anthony BottoniPartners Capital Services, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseApr 3, 2023Mar 31, 2023
Colin D MoePartners Capital Services, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 16, 2021Jan 19, 2022 (34 d)
Charles PrincePartners Capital Services, Inc. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 15, 2021Jun 29, 2021
Josh Alan FrankelPartners Capital Services, Inc. otherCapital Financial Services, Inc. otherOtherJan 20, 2017Jan 24, 2017
Jose Rafael MarmolPartners Capital Services, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherDec 9, 2016Nov 16, 2016
Jason Jitsuro YamamotoPartners Capital Services, Inc. otherIndependent Financial Group, LLC otherOtherMay 3, 2016Apr 18, 2016
Michelle Y MangumPartners Capital Services, Inc. otherBison Wealth, LLC otherOtherOct 1, 2015Dec 18, 2015 (78 d)
George Parker SwiftPartners Capital Services, Inc. otherRaymond James & Associates, Inc. national BDOtherJul 9, 2015Jun 30, 2015
James Shaun DolanPartners Capital Services, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherJan 10, 2007Jul 31, 2026 (7142 d)
Page 1 of 1
12 moves match.