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 Veritable LP

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
Robert Kevin StetsonVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
David Michael BelejVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
John Joseph ScuteriVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Oct 4, 2023
Gordon Franklin StoneVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Oct 23, 2023 (35 d)
Frederick Ross BacaniVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 19, 2023
Sonia Florio PetersonVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 19, 2023
Ari Robert PontzVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Matthew Everett TaylorVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 19, 2023
Jeffrey Allan BeachellVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Oct 9, 2023
Paul R PascarellaVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Brett Ian RubinsonVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Darren Andrew BramenVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Patrick James DoughertyVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 27, 2023
Brian Arthur BadgleyVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 19, 2023
Charles Paxson KeatesVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 22, 2023
Jeffrey Allan MorrisonVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Jared Stuart WeinerVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 22, 2023
Jeannette Leigh Kleeman GrabeVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Oct 24, 2023 (36 d)
Eric Scott ShulenbergerVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Wesley Daniel YamamotoVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Robert David HeinrichsVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Robert Martin LazaroffVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 22, 2023
Emily L BlessVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Sep 21, 2023
Andrew Joseph JohnVeritable LP independent RIAPathstone independent RIARIA to RIASep 18, 2023Oct 5, 2023
Erich William YostVeritable LP independent RIASavvy independent RIARIA to RIAAug 3, 2023Aug 1, 2023
John Patrick GunnVeritable LP independent RIAUllmann Wealth Partners independent RIARIA to RIAMar 26, 2021May 9, 2024 (1140 d)
John Edward TurcikVeritable LP independent RIAVernal Point Advisors, LLC independent RIARIA to RIAOct 19, 2018Oct 22, 2018
Benjamin Morris AuslanderVeritable LP otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 1, 2015Oct 1, 2015
Justin James KlunderVeritable LP other1st Global Advisors Inc otherOtherAug 10, 2015Feb 12, 2016 (186 d)
Dane Francis CzaplickiVeritable LP otherWest Capital Management, Inc. otherOtherJul 12, 2007Aug 29, 2007 (48 d)
Jennifer Michelle GebeauVeritable LP otherJ.P. Morgan Securities LLC wirehouseOtherNov 23, 2005Apr 17, 2023 (6354 d)
Evan Robert RatnowVeritable LP otherLydian Wealth Management Company, LLC unclassifiedOtherJun 29, 2005Nov 2, 2005 (126 d)
Michael Pasquale ChimentoVeritable LP otherFiduciary Trust International, LLC otherOtherJun 22, 2004Sep 2, 2004 (72 d)
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33 moves match.