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 Cable Hill Partners, 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.

AdvisorFromToTypeLeftRegistered
Anthony Christopher RueCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jun 3, 2025
Christopher James McraeCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jan 1, 2026 (197 d)
Anna Katherine ShawCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jun 3, 2025
Reem Yousef Rizk-HunterCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jun 2, 2025
Meredith Appell StewartCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jan 1, 2026 (197 d)
Robert Warren YoungCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jun 2, 2025
Nicholas Rhodes RunningCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jun 2, 2025
Jesse Benjamin SigristCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 18, 2025Jun 3, 2025
Jeffrey Allan GatesCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 24, 2025
David Brian ChristianCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 3, 2025
Brian Michael HefeleCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 3, 2025
Ryan J ChristensenCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 2, 2025
Kendall Bate AchesonCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Dec 19, 2025 (185 d)
Todd Robert HobsonCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 2, 2025
Shelby Ann DesiervoCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jan 1, 2026 (198 d)
Jennifer Susan EstnerCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 3, 2025
Bethany Rachelle PurkapileCable Hill Partners, LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 17, 2025Jun 3, 2025
Jeremiah Dallas GallingtonCable Hill Partners, LLC independent RIANorthstar Asset Management, Inc independent RIARIA to RIAOct 19, 2023Mar 5, 2024 (138 d)
Charles A PetitjeanCable Hill Partners, LLC independent RIABarker Wealth Management, LLC independent RIARIA to RIAJun 30, 2023Jul 14, 2023
Andrea Joy EasterlingCable Hill Partners, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 29, 2022May 31, 2022 (63 d)
Eric YanCable Hill Partners, LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIAFeb 25, 2022Mar 15, 2022
Kelli Ann GambleCable Hill Partners, LLC independent RIAM Holdings Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 29, 2021Dec 22, 2021 (84 d)
Alan Lloyd FordCable Hill Partners, LLC independent RIAFarther independent RIARIA to RIAJun 8, 2021Nov 13, 2024 (1254 d)
Natalie Rose TaylorCable Hill Partners, LLC independent RIAJ.P. Morgan Private Wealth Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2021Apr 28, 2021
James Michael TaylorCable Hill Partners, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 19, 2021Jul 27, 2021 (99 d)
Eric Russell LochnerCable Hill Partners, LLC independent RIAFinancial Advocates Investment Management independent RIARIA to RIAMar 26, 2021Mar 25, 2021
Cara Beth MillerCable Hill Partners, LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIADec 10, 2020Jan 16, 2024 (1132 d)
Amanda PetersonCable Hill Partners, LLC independent RIAKms Financial Services, Inc BD affiliatedRIA to affiliated broker-dealer or bankMay 22, 2020Jun 18, 2020
Kendra Elizabeth BillerCable Hill Partners, LLC otherWells Fargo Advisors wirehouseOtherOct 22, 2015Dec 16, 2015 (55 d)
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29 moves match.