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 Chapin Davis Asset Management

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
Thomas Nelson ThibeaultChapin Davis Asset Management independent RIAWilliam Blair & Company L.L.C. BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2026May 1, 2026
Rachael Annamarie DeveauChapin Davis Asset Management independent RIAGreenspring Advisors, LLC independent RIARIA to RIAMay 31, 2025Jun 26, 2025
David R GrayChapin Davis Asset Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2024Apr 9, 2024 (34 d)
John Francis DavisChapin Davis Asset Management independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankJun 22, 2023Jun 26, 2023
Sandra Lee HarperChapin Davis Asset Management independent RIAJanney Montgomery Scott LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2021Dec 15, 2021
Daniel RonisChapin Davis Asset Management independent RIAJanney Montgomery Scott LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 5, 2021Oct 5, 2021
Steven Allan KurzweilChapin Davis Asset Management independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 16, 2021Mar 16, 2021
Grier G MayChapin Davis Asset Management independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2020Sep 2, 2020 (56 d)
Diane Lynn BuchananChapin Davis Asset Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2020Apr 17, 2020
Carl Michael WilliamsChapin Davis Asset Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2020Apr 16, 2020
Thomas E JesterChapin Davis Asset Management independent RIAProspera Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2020Feb 20, 2024 (1477 d)
Joseph Crawford PaulChapin Davis Asset Management independent RIATrident Advisors Inc independent RIARIA to RIAJan 31, 2020Feb 12, 2025 (1839 d)
Katie Lynn HughesChapin Davis Asset Management independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 25, 2018Apr 10, 2018
Charles Timothy HurttChapin Davis Asset Management independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 24, 2018Apr 12, 2018
Charles Taliaferro BaileyChapin Davis Asset Management independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 24, 2018Apr 9, 2018
Claudette Louise BoudreauxChapin Davis Asset Management otherJanney Montgomery Scott LLC otherOtherDec 8, 2016Dec 7, 2016
Christopher Adin SnowlingChapin Davis Asset Management otherJanney Montgomery Scott LLC BD affiliatedOtherNov 16, 2015Sep 13, 2021 (2128 d)
Jeffrey Stephen PlesserChapin Davis Asset Management otherCambridge Investment Research Advisors, Inc. otherOtherJul 11, 2013Jul 10, 2013
Richard John DenardiChapin Davis Asset Management otherNationwide Investment Advisors, LLC otherOtherMay 6, 2013Jul 14, 2014 (434 d)
Deborah Ann WilliamsChapin Davis Asset Management otherLPL Financial LLC otherOtherDec 31, 2012Dec 6, 2012
David John HuyaChapin Davis Asset Management otherPrimerica Advisors national BDOtherSep 13, 2012Sep 12, 2014 (729 d)
Bryan Dean MyersChapin Davis Asset Management otherH. Beck, Inc. otherOtherJun 18, 2012Jul 19, 2012 (31 d)
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22 moves match.