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 The Rikoon Group, 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 |
|---|---|---|---|---|---|
| Kyle James Burns | The Rikoon Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Apr 21, 2021 |
| Contessa Maria Archuleta | The Rikoon Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Apr 21, 2021 |
| Jeffrey Wayne Sand | The Rikoon Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 7, 2021 | Apr 21, 2021 |
| Keren Elizabeth James | The Rikoon Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 7, 2021 | Jul 17, 2020 |
| Emily L Zinn | The Rikoon Group, LLC other | Multnomah Group, Inc. institutional | Other | Jul 31, 2015 | Feb 19, 2026 (3856 d) |
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5 moves match.