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 Twin Focus Capital Partners, 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
Aaron Eduard StolpenTwin Focus Capital Partners, LLC independent RIALegacy Advisors, LLC independent RIARIA to RIAJun 1, 2026Aug 13, 2026 (73 d)
Josette BeatriceTwin Focus Capital Partners, LLC independent RIAWindrose Advisors LLC independent RIARIA to RIAJun 1, 2026Aug 12, 2026 (72 d)
Heather Marie CantyTwin Focus Capital Partners, LLC independent RIAClaro Advisors Inc. independent RIARIA to RIAAug 19, 2024Oct 9, 2024 (51 d)
Taylor Lynn KaleTwin Focus Capital Partners, LLC independent RIAProficio Capital Partners LLC independent RIARIA to RIAAug 19, 2024Jan 14, 2025 (148 d)
Cameron Joseph IarrobinoTwin Focus Capital Partners, LLC independent RIAShp Wealth Management, LLC independent RIARIA to RIAJun 20, 2023Jul 14, 2023
Allison Rose RobinsonTwin Focus Capital Partners, LLC independent RIABallentine Partners independent RIARIA to RIAJun 16, 2022Feb 9, 2026 (1334 d)
Cameron Reza RahbarTwin Focus Capital Partners, LLC independent RIAAnchor Capital Advisors LLC mixed wealthRIA to RIAMay 2, 2022Nov 10, 2022 (192 d)
Jenna Marie RicciTwin Focus Capital Partners, LLC independent RIASouthstate Private Capital Management LLC independent RIARIA to RIAFeb 15, 2022Nov 17, 2025 (1371 d)
Francesca AnselmoTwin Focus Capital Partners, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseFeb 15, 2022Apr 17, 2026 (1522 d)
James M LawlessTwin Focus Capital Partners, LLC independent RIAJ.P. Morgan Private Wealth Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 12, 2021Apr 22, 2021 (41 d)
Alanna Paiva RobinsonTwin Focus Capital Partners, LLC independent RIAScs Capital Management LLC independent RIARIA to RIADec 23, 2020Oct 19, 2020
Dillon James RussoTwin Focus Capital Partners, LLC independent RIABlackrock Investment Management, LLC otherOtherDec 22, 2020Jul 9, 2024 (1295 d)
Erica Irene GrahamTwin Focus Capital Partners, LLC independent RIABolton Global Asset Management mixed wealthRIA to RIANov 15, 2019Nov 3, 2021 (719 d)
Maria Louise CallaghanTwin Focus Capital Partners, LLC otherCreative Planning Institutional Advisors, LLC otherOtherSep 7, 2017Nov 7, 2017 (61 d)
Mark Joseph AlaimoTwin Focus Capital Partners, LLC otherKestra Advisory Services, LLC otherOtherAug 9, 2016Oct 4, 2016 (56 d)
Jason EdingerTwin Focus Capital Partners, LLC otherRinet Company, LLC otherOtherSep 21, 2015Jan 4, 2017 (471 d)
Paige Martin EarlsTwin Focus Capital Partners, LLC otherCrestwood Advisors otherOtherSep 21, 2015Feb 28, 2017 (526 d)
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17 moves match.