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 Brouwer & Janachowski, 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 |
|---|---|---|---|---|---|
| Anne Pulliam Johnston | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Jack Hall Scaff | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Debbie Kay Shaug | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Christopher K I Akamine | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Rita W Lee | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Reed Aaron Nothwang | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Steven L Ramirez | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 1, 2025 (1094 d) |
| Jill Carothers | Brouwer & Janachowski, LLC independent RIA | Waypoint Wealth Partners independent RIA | RIA to RIA | Feb 19, 2020 | Oct 8, 2020 (232 d) |
| Emily Taken-Vertz | Brouwer & Janachowski, LLC independent RIA | B|O|S independent RIA | RIA to RIA | Oct 10, 2019 | Oct 28, 2019 |
| Jeffrey Scott White | Brouwer & Janachowski, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Sep 19, 2018 | Oct 19, 2018 |
| Nickolas Rene Prieto | Brouwer & Janachowski, LLC other | Osborne Partners other | Other | Nov 10, 2017 | Nov 8, 2017 |
| Mark Charles Keyser | Brouwer & Janachowski, LLC other | Polaris Equity Management, Inc. other | Other | Jun 24, 2014 | Apr 17, 2015 (297 d) |
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12 moves match.