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 Neuberger Berman Bd 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
Aron Patrick HealyNeuberger Berman Bd LLC no RAUMNorthern Trust Investments, Incorporated asset managerOtherJul 10, 2026Jul 14, 2026
Romonie PermaulNeuberger Berman Bd LLC no RAUMCitigroup Global Markets Inc. BD affiliatedOtherJun 17, 2026Jun 16, 2026
Victoria Amber LiebNeuberger Berman Bd LLC no RAUMUBS Financial Services Inc. wirehouseOtherMay 26, 2026Jun 8, 2026
Carlos Miguel Batista GutierrezNeuberger Berman Bd LLC no RAUMValley Wealth Managers, Inc. independent RIAOtherMay 26, 2026Jun 11, 2026
Melissa Shaw-PatinoNeuberger Berman Bd LLC no RAUMArete Wealth Advisors, LLC BD affiliatedOtherMay 21, 2026Jun 18, 2026
Kodiak M SimpsonNeuberger Berman Bd LLC no RAUMStifel, Nicolaus & Company, Incorporated national BDOtherMay 8, 2026Sep 1, 2026 (116 d)
Jack Robert CurcioNeuberger Berman Bd LLC no RAUMIconiq Capital, LLC asset managerOtherMar 27, 2026Jul 7, 2026 (102 d)
Keith Thomas BrennanNeuberger Berman Bd LLC no RAUMCapital Group Private Client Services, Inc. independent RIAOtherMar 20, 2026Mar 25, 2026
Tushar DabralNeuberger Berman Bd LLC no RAUMIconiq Capital, LLC asset managerOtherMar 12, 2026Aug 5, 2026 (146 d)
Meghan Elizabeth GibneyNeuberger Berman Bd LLC no RAUMJanney Montgomery Scott LLC BD affiliatedOtherFeb 20, 2026Mar 12, 2026
John Fulton JrNeuberger Berman Bd LLC no RAUMWells Fargo Advisors wirehouseOtherFeb 4, 2026Feb 19, 2026
Ethan James SantikulNeuberger Berman Bd LLC no RAUMRBC Capital Markets, LLC national BDOtherJan 14, 2026Feb 2, 2026
Steven Christopher RutaNeuberger Berman Bd LLC no RAUMFirst Trust Advisors LP asset managerOtherJan 2, 2026Mar 16, 2026 (73 d)
Jennifer ParksNeuberger Berman Bd LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherDec 19, 2025Jan 12, 2026
Zack James TracyNeuberger Berman Bd LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherDec 5, 2025Feb 3, 2026 (60 d)
Andrew D SchumontNeuberger Berman Bd LLC no RAUMMai Capital Management, LLC independent RIAOtherNov 24, 2025Dec 3, 2025
Stephen Paul PolizziNeuberger Berman Bd LLC no RAUMCreative Planning independent RIAOtherNov 7, 2025Nov 6, 2025
Andrew Paul GaebelNeuberger Berman Bd LLC no RAUMPotomac asset managerOtherNov 7, 2025Apr 1, 2026 (145 d)
Renee Smyth LennonNeuberger Berman Bd LLC no RAUMMutual Advisors, LLC BD affiliatedOtherOct 3, 2025Oct 6, 2025
Amelia Catherine HeinNeuberger Berman Bd LLC no RAUMGrayscale Advisors asset managerOtherOct 3, 2025Oct 17, 2025
Andrew BermanNeuberger Berman Bd LLC no RAUMBny Mellon Securities Corporation otherOtherSep 19, 2025Oct 1, 2025
Maximillian BreierNeuberger Berman Bd LLC no RAUMCharles Schwab Investment Management, Inc otherOtherSep 12, 2025Sep 23, 2025
Maximilian S HamburgerNeuberger Berman Bd LLC no RAUMFisher Investments independent RIAOtherSep 12, 2025Sep 15, 2025
Christopher Scott MuellerNeuberger Berman Bd LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 3, 2025Oct 9, 2025 (36 d)
Azim AhmedNeuberger Berman Bd LLC no RAUMRockefeller Capital Management BD affiliatedOtherSep 3, 2025Sep 15, 2025
Zachary John BereznakNeuberger Berman Bd LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 10, 2025Jul 10, 2025
Erin Catherine NoelNeuberger Berman Bd LLC no RAUMTcw Investment Management Company LLC asset managerOtherMay 29, 2025Jun 20, 2025
Adon S VanwoerdenNeuberger Berman Bd LLC no RAUMPrivate Advisor Group, LLC BD affiliatedOtherMay 7, 2025May 5, 2025
Cynthia LeeNeuberger Berman Bd LLC no RAUMInvesco Advisers, Inc. asset managerOtherApr 8, 2025Jun 7, 2025 (60 d)
Jacob Arthur GayleNeuberger Berman Bd LLC no RAUMToews Asset Management asset managerOtherApr 8, 2025Jan 5, 2026 (272 d)
Matthew Gerard LaquidaraNeuberger Berman Bd LLC no RAUMLazard Asset Management LLC otherOtherApr 8, 2025Jun 7, 2025 (60 d)
Ruddens Edouard JeantyNeuberger Berman Bd LLC no RAUMStifel, Nicolaus & Company, Incorporated national BDOtherApr 8, 2025Oct 21, 2025 (196 d)
Noah Ross ShulmanNeuberger Berman Bd LLC no RAUMAdvisors Asset Management, Inc. mixed wealthOtherMar 26, 2025Jun 15, 2026 (446 d)
Gregory Thomas MullaneyNeuberger Berman Bd LLC no RAUMTcw Investment Management Company LLC asset managerOtherMar 18, 2025May 2, 2025 (45 d)
Timothy Cristian SchmidtNeuberger Berman Bd LLC no RAUMGoldman Sachs Wealth Services, L.P. BD affiliatedOtherFeb 25, 2025Mar 3, 2025
Colleen M LentzNeuberger Berman Bd LLC no RAUMNatixis Advisors, LLC BD affiliatedOtherFeb 11, 2025Jun 16, 2025 (125 d)
Daniel R CohnNeuberger Berman Bd LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 4, 2025Apr 3, 2025 (58 d)
Robert James CiapciakNeuberger Berman Bd LLC no RAUMAdvisors Asset Management, Inc. mixed wealthOtherJan 22, 2025Sep 23, 2025 (244 d)
Grace UpshawNeuberger Berman Bd LLC no RAUMRockefeller Capital Management BD affiliatedOtherJan 14, 2025Feb 9, 2026 (391 d)
Michael James FennerNeuberger Berman Bd LLC no RAUMIeq Capital, LLC independent RIAOtherNov 20, 2024Feb 25, 2025 (97 d)
Samuel Joseph KiesewetterNeuberger Berman Bd LLC no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 20, 2024May 23, 2025 (184 d)
Allison Joan SaloyNeuberger Berman Bd LLC no RAUMTcw Investment Management Company LLC asset managerOtherNov 6, 2024Dec 24, 2024 (48 d)
Michael MayneNeuberger Berman Bd LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherOct 29, 2024Jan 8, 2025 (71 d)
Meaghan Esther AndersonNeuberger Berman Bd LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 9, 2024Oct 10, 2024
Samandar KasimovNeuberger Berman Bd LLC no RAUMFrisch Financial Group, Inc. independent RIAOtherOct 1, 2024Nov 17, 2024 (47 d)
Brandt BaldwinNeuberger Berman Bd LLC no RAUMKestra Advisory Services, LLC BD affiliatedOtherSep 17, 2024Sep 16, 2025 (364 d)
Kiran Daniel IncantalupoNeuberger Berman Bd LLC no RAUMNew York Life Investment Management LLC asset managerOtherSep 12, 2024Oct 2, 2024
Daniel A OrtizNeuberger Berman Bd LLC no RAUMT. Rowe Price Associates, Inc. asset managerOtherSep 5, 2024Sep 24, 2024
Patrick Gerard SchultzNeuberger Berman Bd LLC no RAUMHobart Wealth independent RIAOtherAug 15, 2024Sep 5, 2024
Annamalai RamaswamyNeuberger Berman Bd LLC no RAUMRose Capital Advisors, LLC independent RIAOtherAug 7, 2024Feb 11, 2026 (553 d)
Stefanie SchechterNeuberger Berman Bd LLC no RAUMUBS Financial Services Inc. wirehouseOtherJul 25, 2024Jul 22, 2024
Andrew IelminiNeuberger Berman Bd LLC no RAUMLido independent RIAOtherJul 2, 2024Jul 15, 2024
Michael Warren ConstantineNeuberger Berman Bd LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherJun 18, 2024Sep 18, 2025 (457 d)
Bob AustrianNeuberger Berman Bd LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherApr 16, 2024Apr 30, 2024
Joseph R LeblancNeuberger Berman Bd LLC no RAUMRaymond James & Associates, Inc. national BDOtherApr 2, 2024Mar 12, 2025 (344 d)
Tanya SlipsagerNeuberger Berman Bd LLC no RAUMAlliancebernstein L.P. asset managerOtherFeb 6, 2024Mar 1, 2024
Patrick RuNeuberger Berman Bd LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherSep 13, 2023Mar 12, 2024 (181 d)
Lee CalarcoNeuberger Berman Bd LLC no RAUMLPL Financial LLC BD affiliatedOtherSep 13, 2023Sep 26, 2023
Angela Yuan-Yuan HouNeuberger Berman Bd LLC no RAUMNuveen Asset Management, LLC otherOtherJul 14, 2023Jul 31, 2023
Sean Joseph JulesNeuberger Berman Bd LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 9, 2023Jul 3, 2024 (390 d)
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339 moves match.