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 Reynders, Mcveigh 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
Anna Penn FinklesteinReynders, Mcveigh Capital Management, LLC independent RIAObran Capital Advisors LLC state registeredRIA to a state-registered adviserJan 6, 2025Aug 16, 2024
Yuji KogaReynders, Mcveigh Capital Management, LLC independent RIAKcm state registeredRIA to a state-registered adviserDec 11, 2023Feb 27, 2025 (444 d)
Julie Johnson McveighReynders, Mcveigh Capital Management, LLC independent RIANia Impact Capital mixed wealthRIA to RIAJan 26, 2023Dec 6, 2023 (314 d)
Dylan Chamberlaine BrixReynders, Mcveigh Capital Management, LLC independent RIABoston Family Office LLC independent RIARIA to RIASep 10, 2020Oct 6, 2020
Amy Sou QiuReynders, Mcveigh Capital Management, LLC independent RIAWelch & Forbes LLC independent RIARIA to RIAMar 28, 2019May 7, 2019 (40 d)
Tiffany Ann BrownReynders, Mcveigh Capital Management, LLC independent RIANatural Investments independent RIARIA to RIAApr 3, 2018Jul 28, 2018 (116 d)
Megan Alice TraskReynders, Mcveigh Capital Management, LLC otherConnecticut Wealth Management, LLC otherOtherJun 7, 2017Jun 22, 2017
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7 moves match.