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 Telos Capital Management, Inc.

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
Michelle Louise PackerTelos Capital Management, Inc. independent RIAFacet independent RIARIA to RIAMar 19, 2026Mar 20, 2026
Alyssa Yesenia MillerTelos Capital Management, Inc. independent RIANorthwest Asset Management independent RIARIA to RIAApr 25, 2025May 1, 2025
Charles Andrew RobbTelos Capital Management, Inc. independent RIACarnegie Investment Counsel independent RIARIA to RIAJun 27, 2022Jul 1, 2022
Brandon Lee ThuottTelos Capital Management, Inc. independent RIACarnegie Investment Counsel independent RIARIA to RIAJun 27, 2022Jul 1, 2022
Jeffrey HalbertTelos Capital Management, Inc. independent RIAWestmount Partners, LLC independent RIARIA to RIASep 11, 2020Sep 30, 2020
Christa Alessandra Keck-EnglishTelos Capital Management, Inc. independent RIAIndependent Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2018May 2, 2018
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6 moves match.