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 Ashfield Capital Partners
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 |
|---|---|---|---|---|---|
| Peter Anthony Johnson | Ashfield Capital Partners independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 13, 2023 | Jan 5, 2023 |
| Lyman Domning Howard | Ashfield Capital Partners independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 13, 2023 | Jan 5, 2023 |
| Adrian Richard Fadrhonc | Ashfield Capital Partners independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 13, 2023 | Jan 1, 2025 (719 d) |
| Marc William Lieberman | Ashfield Capital Partners other | Shorepine Wealth Management, LLC state registered | Other | Apr 4, 2017 | Jun 2, 2017 (59 d) |
| Christopher Marc Bertinelli | Ashfield Capital Partners other | Brandes Investment Partners, LP other | Other | Sep 29, 2011 | Sep 9, 2013 (711 d) |
Page 1 of 1
5 moves match.