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 Banyan 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Allen Vann | Banyan Partners, LLC other | Live Oak Wealth Advisory Group, LLC other | Other | Nov 26, 2014 | Oct 9, 2015 (317 d) |
| Michelle Ann Knight | Banyan Partners, LLC other | Ropes Wealth Advisors no RAUM | Other | Apr 25, 2014 | Oct 20, 2014 (178 d) |
| John Charles Smith | Banyan Partners, LLC other | Charles Schwab & Co., Inc. national BD | Other | Jul 10, 2012 | Sep 4, 2012 (56 d) |
| Jenny Alice Duncan | Banyan Partners, LLC other | Asset & Financial Planning, Ltd other | Other | Nov 4, 2011 | May 9, 2012 (187 d) |
| Gary Edward Henderson | Banyan Partners, LLC other | Suntrust Investment Services, Inc. other | Other | Apr 29, 2011 | Apr 27, 2011 |
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5 moves match.