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 Maryland Capital Management, 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.

AdvisorFromToTypeLeftRegistered
Frederick Abels AllnerMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
James Peter GauthierMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Jeffrey Larkin CaplesMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
John Fleming BlairMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Lenee B DirzuweitMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 11, 2023
Gregory Glen HeardMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
James Gerard GuideraMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Andrew T ChudyMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 1, 2025 (670 d)
Darin Andrew MorganMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Brendan Patrick SweeneyMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 10, 2023
Nicholas N. PetrelliMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Douglas Robert MccleanMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 10, 2023
Marie Catherine DavidMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 10, 2023
Alexander Lyons FaberMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Andrew Nicholson RiehlMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 18, 2023
Olive W MitchellMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Barbara Anne HillMaryland Capital Management, LLC independent RIACuri Capital, LLC independent RIARIA to RIASep 7, 2021May 8, 2018
William Michael SmithMaryland Capital Management, LLC otherRed Oak Financial Group otherOtherFeb 9, 2016Feb 9, 2016
Stephen Bruce SchulerMaryland Capital Management, LLC otherBridgewater Wealth & Financial Management, LLC otherOtherDec 12, 2013Jan 17, 2014 (36 d)
Matthew Francis BarrettMaryland Capital Management, LLC otherBrown Advisory Securities, LLC otherOtherAug 31, 2006May 23, 2006
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20 moves match.