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 West Oak Capital, LLC
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 |
|---|---|---|---|---|---|
| Byron Brand Snider | West Oak Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 9, 2025 | Sep 12, 2025 |
| Gerald Ira Clebanoff | West Oak Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 9, 2025 | Sep 15, 2025 |
| Jonathan Thomas Howard | West Oak Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 9, 2025 | Sep 16, 2025 |
| Ian Barrett Travanti Brown | West Oak Capital, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 18, 2018 | Jul 12, 2018 (85 d) |
| Todd Joseph Walklett | West Oak Capital, LLC other | Cerity Partners LLC independent RIA | Other | Jul 18, 2007 | Oct 3, 2022 (5556 d) |
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5 moves match.