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 Willow

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
Lydia Alexandra RendersWillow independent RIAMoneco Advisors independent RIARIA to RIADec 20, 2023Sep 29, 2023
Paul Alexander FarellaWillow independent RIAMoneco Advisors independent RIARIA to RIADec 20, 2023Oct 2, 2023
Allison Elizabeth LoringWillow independent RIAMoneco Advisors independent RIARIA to RIADec 7, 2023Nov 29, 2023
Michael L AllisonWillow independent RIAIndependent Advisor Alliance, LLC independent RIARIA to RIASep 10, 2021Oct 7, 2021
Rachel Caylie MillerWillow independent RIAPersonal Capital Advisors Corporation independent RIARIA to RIAJun 24, 2021Jul 12, 2021
Jessica BartleWillow independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAMar 12, 2019Oct 24, 2019 (226 d)
Tanya Lynne HaasWillow otherSt. Germain Investment Management independent RIAOtherJan 8, 2018Jul 21, 2025 (2751 d)
Matthew Robert FarkasWillow otherSt. Germain Investment Management otherOtherMar 19, 2014Apr 28, 2014 (40 d)
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8 moves match.