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 Shepherd Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert William Paone | Shepherd Financial Partners, LLC independent RIA | Ballentine Partners independent RIA | RIA to RIA | Aug 18, 2025 | Sep 3, 2025 |
| Bruce Neil Goodman | Shepherd Financial Partners, LLC independent RIA | Bickling Financial Services, Inc. independent RIA | RIA to RIA | Nov 16, 2020 | Jan 15, 2021 (60 d) |
| Cynthia Rose Haddad | Shepherd Financial Partners, LLC independent RIA | Affinia Financial Group, LLC no RAUM | RIA to a newly registered adviser | Oct 2, 2019 | Aug 8, 2019 |
| Alexandria Morgan Nadworny | Shepherd Financial Partners, LLC independent RIA | Affinia Financial Group, LLC no RAUM | RIA to a newly registered adviser | Oct 2, 2019 | Aug 8, 2019 |
| Andrew Joseph Murphy | Shepherd Financial Partners, LLC other | Winthrop Wealth other | Other | Jan 10, 2018 | Mar 19, 2018 (68 d) |
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5 moves match.