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 Zevenbergen Capital Investments 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 |
|---|---|---|---|---|---|
| Jessica Elise Storey | Zevenbergen Capital Investments LLC other | Integrated Wealth Concepts LLC independent RIA | Other | Feb 13, 2026 | Jun 10, 2026 (117 d) |
| Rocco Simplicio Pearson | Zevenbergen Capital Investments LLC other | Freestone Capital Management, LLC independent RIA | Other | Sep 9, 2025 | Sep 3, 2025 |
| Amanda Jane Louise Stribrny | Zevenbergen Capital Investments LLC other | Coldstream Wealth Management independent RIA | Other | May 28, 2025 | Aug 7, 2025 (71 d) |
| Kristie Anne Garrett | Zevenbergen Capital Investments LLC other | Ep Wealth Advisors independent RIA | Other | Sep 6, 2023 | Dec 5, 2023 (90 d) |
| Justin Wyatt Buller | Zevenbergen Capital Investments LLC other | Empirical Wealth Management independent RIA | Other | Oct 24, 2019 | Jan 20, 2021 (454 d) |
| Deann Nichole Cross | Zevenbergen Capital Investments LLC other | Integrity Financial Corporation other | Other | Jul 26, 2007 | Aug 2, 2007 |
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6 moves match.