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 Sandhill Investment Management
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 |
|---|---|---|---|---|---|
| Jonathan Joseph Amoia | Sandhill Investment Management independent RIA | Tritonpoint Partners, LLC independent RIA | RIA to RIA | Jan 21, 2026 | Jan 20, 2026 |
| Jeff Lowrie | Sandhill Investment Management independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Oct 17, 2025 | Dec 26, 2025 (70 d) |
| Peter Kazmierczak | Sandhill Investment Management independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Sep 9, 2025 | Nov 13, 2025 (65 d) |
| Patrick Jerome Collins | Sandhill Investment Management independent RIA | Wny Asset Management, LLC independent RIA | RIA to RIA | Jan 10, 2025 | Jan 28, 2025 |
| David John Dennett | Sandhill Investment Management independent RIA | Solid Point Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 6, 2023 | Feb 6, 2023 (31 d) |
| Christopher Bradford Roop | Sandhill Investment Management independent RIA | Solid Point Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jul 20, 2022 | Sep 23, 2022 (65 d) |
| Marc David Bernstein | Sandhill Investment Management independent RIA | Oneseven independent RIA | RIA to RIA | Jul 19, 2022 | Jul 19, 2022 |
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7 moves match.