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 Daintree Advisors 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 |
|---|---|---|---|---|---|
| Lauren N. Desforge | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Stephen Preston Oliver | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Kent Mark Forkner | Daintree Advisors LLC independent RIA | First Trust Direct Indexing no RAUM | Other | Jan 6, 2022 | Dec 6, 2018 |
| Mary Shahian | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| David Lee Beatty | Daintree Advisors LLC independent RIA | First Trust Direct Indexing no RAUM | Other | Jan 6, 2022 | Dec 6, 2018 |
| Alexander Jonathan Gross | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Barbara Carroll Attardo | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| William G. Speciale | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Evan Phillips Kaplan | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Janie Marie Monroe | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Samuel Afari-Aikins | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Jan 11, 2022 |
| Jonpaul Mcbride | Daintree Advisors LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Oct 21, 2019 | Nov 5, 2019 |
| Jennifer Ann Moran | Daintree Advisors LLC other | Grimes & Company other | Other | Nov 21, 2014 | Dec 8, 2014 |
| Jebalakshi Angeline Indrika Arnold | Daintree Advisors LLC other | Harvest Capital Management Inc other | Other | Jan 2, 2013 | Feb 6, 2013 (35 d) |
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14 moves match.