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 Columbia Advisory 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
Nickolas Eric ReillyColumbia Advisory Partners, LLC independent RIASavvy independent RIARIA to RIAMar 25, 2024Aug 27, 2025 (520 d)
Gregory John AndrewsColumbia Advisory Partners, LLC independent RIAWealthsights Investment Management, LLC state registeredRIA to a state-registered adviserMar 2, 2023Mar 6, 2023
Justin PullaroColumbia Advisory Partners, LLC independent RIAProvenance Wealth Advisors independent RIARIA to RIAJun 30, 2022Oct 17, 2023 (474 d)
Leanne Ozaine SmithColumbia Advisory Partners, LLC independent RIAPrivate Client Services, LLC independent RIARIA to RIAJul 15, 2020Aug 23, 2020 (39 d)
Skyler Craig FredricksonColumbia Advisory Partners, LLC independent RIAB.O.S.S. Retirement Advisors, LLC independent RIARIA to RIAOct 8, 2018Oct 18, 2018
Darrin Mitchel MccomasColumbia Advisory Partners, LLC independent RIALifemark Securities Corp. independent RIARIA to RIAAug 15, 2018Sep 11, 2018
Boon Ser TanColumbia Advisory Partners, LLC independent RIARedhawk Wealth Advisors, Inc. independent RIARIA to RIAFeb 15, 2018Apr 8, 2024 (2244 d)
Mark Alan BoroughColumbia Advisory Partners, LLC independent RIABelpointe Asset Management LLC otherOtherApr 19, 2017Apr 21, 2017
Todd Joseph RabalaisColumbia Advisory Partners, LLC independent RIAAe Wealth Management, LLC otherOtherApr 17, 2017Apr 17, 2017
Gordon Spencer CampbellColumbia Advisory Partners, LLC independent RIABlue Duck Wealth Management no RAUMOtherFeb 15, 2017Feb 6, 2017
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10 moves match.