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 Build 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
Matthew Joseph CawleyBuild Asset Management asset managerEide Bailly Advisors, LLC independent RIAOtherApr 27, 2022Oct 26, 2022 (182 d)
David MurphyBuild Asset Management asset managerLazard Asset Management LLC otherOtherDec 21, 2021Dec 17, 2021
Jacob Crawford KoodrichBuild Asset Management asset managerBadgley Phelps Wealth Managers independent RIAOtherNov 17, 2021Feb 28, 2024 (833 d)
Hugh Michael TuomeyBuild Asset Management asset managerHsbc Securities (USA) Inc. BD affiliatedOtherJun 21, 2021Sep 21, 2021 (92 d)
Jeffrey ThranaBuild Asset Management asset managerAmeriprise Financial Services, LLC national BDOtherMay 18, 2021Jun 30, 2021 (43 d)
Shinda BickhamBuild Asset Management asset managerUBS Financial Services Inc. wirehouseOtherMar 1, 2021Jul 30, 2021 (151 d)
Jeffrey T LozierBuild Asset Management asset managerMorgan Stanley wirehouseOtherMar 1, 2021Jul 23, 2022 (509 d)
Thomas Aaron BakamusBuild Asset Management asset managerTriad Investment Management independent RIAOtherMar 1, 2021May 27, 2021 (87 d)
Charles Dillon CristBuild Asset Management asset managerTlg Advisors, Inc. BD affiliatedOtherMar 1, 2021Oct 21, 2022 (599 d)
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9 moves match.