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 Wellesley Investment 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
Louis Pyle CrosierWellesley Investment Partners, LLC independent RIABoston Financial Management LLC independent RIARIA to RIAOct 30, 2020May 5, 2021 (187 d)
Susan BlackWellesley Investment Partners, LLC independent RIABoston Financial Management LLC independent RIARIA to RIAOct 30, 2020May 4, 2022 (551 d)
Jeremy Scott GlennWellesley Investment Partners, LLC independent RIABoston Financial Management LLC independent RIARIA to RIAOct 30, 2020Jan 25, 2022 (452 d)
Charles Savage WillauerWellesley Investment Partners, LLC independent RIARinet Company, LLC independent RIARIA to RIAApr 15, 2020Nov 3, 2020 (202 d)
Thomas Francis LahaiseWellesley Investment Partners, LLC independent RIAWellesley Asset Management, Inc. mixed wealthRIA to RIAJan 17, 2020Feb 7, 2020
Richard Alfred SipleyWellesley Investment Partners, LLC independent RIANutter Investment Advisors otherOtherFeb 8, 2019Mar 13, 2019 (33 d)
Trevor GailunWellesley Investment Partners, LLC independent RIAThrive Investments, LLC state registeredRIA to a state-registered adviserJul 5, 2018Nov 23, 2022 (1602 d)
John H BiebelWellesley Investment Partners, LLC otherRidley Cove Financial Advisors LLC state registeredOtherSep 23, 2015Jun 30, 2015
Matthew Wood JohnsonWellesley Investment Partners, LLC otherBlackrock Investment Management, LLC otherOtherJul 8, 2015Feb 10, 2016 (217 d)
Jeffrey Charles SmithWellesley Investment Partners, LLC otherPeak Financial Management Inc otherOtherAug 22, 2014Sep 29, 2014 (38 d)
Christopher Karl GaffneyWellesley Investment Partners, LLC otherPeak Financial Management Inc otherOtherAug 18, 2014Aug 13, 2014
William Patrick McmahonWellesley Investment Partners, LLC otherCharles Schwab Investment Advisory, Inc otherOtherDec 31, 2009Mar 19, 2018 (3000 d)
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12 moves match.