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 Coburn & Meredith, 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
Elizabeth Coburn DerwayCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIANov 10, 2021May 4, 2022 (175 d)
William Anthony LibertiCoburn & Meredith, Inc. independent RIAWealth Effects no RAUMRIA to a newly registered adviserAug 10, 2021Jul 16, 2021
Stanton Focht WeissenbornCoburn & Meredith, Inc. independent RIAWealth Effects independent RIARIA to RIAAug 10, 2021Jan 1, 2026 (1605 d)
Sean Francis FlahertyCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 31, 2021Jul 12, 2021
Penny Gale NasiatkaCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 31, 2021Jul 13, 2021
David Scott CoburnCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Martin Stephen BodnerCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Robert John ConatyCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 13, 2021
Andrew Seymour AdilCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Douglas Michael TurnerCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Leslie Erica ArchambaultCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Bernard Gerard SandfordCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 13, 2021
David Ross NealCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Robert Edward MulhaulCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 13, 2021
John Seaford DerwayCoburn & Meredith, Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 12, 2021Jul 12, 2021
Robert DalyCoburn & Meredith, Inc. independent RIAFarmers Asset Management, LLC state registeredRIA to a state-registered adviserJun 7, 2021Aug 17, 2026 (1897 d)
Graham Jules ChevryCoburn & Meredith, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseNov 25, 2020Nov 20, 2020
Nancy Barton FellingerCoburn & Meredith, Inc. independent RIASensible Money, LLC independent RIARIA to RIASep 17, 2018Nov 30, 2018 (74 d)
Edwin Theodore SafirCoburn & Meredith, Inc. otherSafir Wealth Advisors, LLC no RAUMOtherJan 24, 2017Jan 26, 2017
Andrew Maxwell SafirCoburn & Meredith, Inc. otherSafir Wealth Advisors, LLC no RAUMOtherJan 24, 2017Jan 23, 2017
Jeffrey Stephen MchaleCoburn & Meredith, Inc. otherAmeriprise Financial Services, LLC national BDOtherMar 6, 2015Feb 27, 2015
Joseph Terence CovillCoburn & Meredith, Inc. otherCommonwealth Financial Network national BDOtherDec 5, 2014Jan 5, 2015 (31 d)
Shawn Patrick MclaughlinCoburn & Meredith, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherMay 23, 2011Jul 1, 2011 (39 d)
Stephen Michael BearceCoburn & Meredith, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherMay 23, 2011May 23, 2011
Laurie BlackburnCoburn & Meredith, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherMay 23, 2011May 20, 2011
Eleanor Hawkins MaguireCoburn & Meredith, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherMay 23, 2011Jul 1, 2011 (39 d)
Carl Martin TrevisanCoburn & Meredith, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherMay 23, 2011May 23, 2011
Scott Albert GrebensteinCoburn & Meredith, Inc. otherMclaughlin Ryder Investments, Inc. otherOtherNov 12, 2010Jun 6, 2016 (2033 d)
George Walter MillerCoburn & Meredith, Inc. otherBuell Investment Advisors state registeredOtherDec 6, 2005Aug 6, 2021 (5722 d)
James Alan CutlerCoburn & Meredith, Inc. otherNewalliance Investments, Inc. unclassifiedOtherMay 4, 2005May 6, 2005
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30 moves match.