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 Thinkequity 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
David A WeitgenantThinkequity LLC otherJ.P. Morgan Private Wealth Advisors LLC otherOtherDec 14, 2012Jun 19, 2013 (187 d)
Michael Paul KressThinkequity LLC otherCrosspoint Capital Management otherOtherDec 14, 2012Feb 27, 2013 (75 d)
Anthony Salvatore CantandoThinkequity LLC otherCrosspoint Capital Management otherOtherDec 14, 2012Jan 2, 2026 (4767 d)
Kyle Timothy ShealerThinkequity LLC otherCrosspoint Capital Management otherOtherDec 14, 2012Dec 5, 2012
Olusola AwofalaThinkequity LLC otherSan Francisco Sentry Investment Group otherOtherNov 29, 2012Jan 2, 2013 (34 d)
Bruce Weston NollenbergerThinkequity LLC otherNollenberger Mccullough Investment Advisors LLC independent RIAOtherOct 16, 2012Nov 30, 2012 (45 d)
Laura Liu YickThinkequity LLC otherMorgan Stanley wirehouseOtherDec 14, 2011Jan 22, 2014 (770 d)
Johnathan Lloyd FitzgibbonsThinkequity LLC otherRobert W. Baird & Co. Incorporated otherOtherMay 16, 2011May 13, 2011
Dustin Gottfried BarralesThinkequity LLC otherJohn Hancock Investment Management LLC otherOtherApr 1, 2009Oct 6, 2009 (188 d)
Nicolle Wright HudachekThinkequity LLC otherBlackrock Fund Advisors otherOtherAug 11, 2008Aug 27, 2008
Steven Christopher BonoThinkequity LLC otherConstellation Wealth Advisors LLC otherOtherMay 7, 2008Oct 22, 2009 (533 d)
Terrence Randel BabeThinkequity LLC otherGoldman Sachs Wealth Services, L.P. otherOtherMay 7, 2008Feb 23, 2018 (3579 d)
Holly Anne FleissThinkequity LLC otherJ.P. Morgan Investment Management Inc. asset managerOtherMar 6, 2007Jan 22, 2021 (5071 d)
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13 moves match.