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 Great Northern Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Sheri Marie Sanders | Great Northern Asset Management, LLC independent RIA | Ferguson Wellman Capital Management, Inc. independent RIA | RIA to RIA | Jan 9, 2026 | Mar 25, 2026 (75 d) |
| Tamara Anne Oglesby | Great Northern Asset Management, LLC independent RIA | Ferguson Wellman Capital Management, Inc. independent RIA | RIA to RIA | Jan 9, 2026 | Jan 23, 2026 |
| Robert Douglas Greenman | Great Northern Asset Management, LLC other | Vista Capital Partners, Inc. other | Other | Jun 24, 2011 | Jul 18, 2011 |
Page 1 of 1
3 moves match.