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 Corient Capital 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
Christopher Alden CoppsCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 3, 2025 (644 d)
Alexander Farnum StimpsonCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 16, 2022
Darren Lee HendersonCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Gordon HassenplugCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Michael Randall PhelpsCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Robinder Singh SagguCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Gregory James WaltersCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Austin Thomas AllenCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 13, 2023 (257 d)
James Albert RooneyCorient Capital Partners, LLC independent RIASapient Capital LLC independent RIARIA to RIAJan 17, 2023Dec 16, 2024 (699 d)
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9 moves match.