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 Robert W. Baird & Co. Incorporated

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
Aurailla GustRobert W. Baird & Co. Incorporated mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankAug 9, 2025Jul 18, 2025
Alexander N GustRobert W. Baird & Co. Incorporated mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankAug 9, 2025Jul 18, 2025
Ronald Richard DemersRobert W. Baird & Co. Incorporated mixed wealthMadison Partners independent RIARIA to RIAAug 9, 2025Oct 3, 2025 (55 d)
Heather A TerpstraRobert W. Baird & Co. Incorporated mixed wealthCharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankAug 9, 2025Nov 7, 2025 (90 d)
Kyra D MeachRobert W. Baird & Co. Incorporated mixed wealthHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 9, 2025Aug 5, 2025
Jordan Mark WilsonRobert W. Baird & Co. Incorporated mixed wealthMeridian Wealth Management, LLC independent RIARIA to RIAJul 20, 2025Jul 21, 2025
Bethani Marie HrapczakRobert W. Baird & Co. Incorporated mixed wealthFocus Partners Wealth, LLC independent RIARIA to RIAJul 7, 2025Aug 28, 2026 (417 d)
Anthony W BlumRobert W. Baird & Co. Incorporated mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 6, 2025Aug 7, 2025 (32 d)
Gene Forest PucciRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAJun 25, 2025Jun 23, 2025
Amanda Elaine DepriestRobert W. Baird & Co. Incorporated mixed wealthMattern Capital Management, LLC independent RIARIA to RIAJun 13, 2025Jul 10, 2025
Mark Allen PetersonRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAJun 4, 2025Jan 6, 2026 (216 d)
Quin CableRobert W. Baird & Co. Incorporated mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMay 23, 2025Jun 9, 2025
Tanner LewisRobert W. Baird & Co. Incorporated mixed wealthMorgan Stanley wirehouseRIA to wirehouseMay 23, 2025Jun 27, 2025 (35 d)
Theresa Marie RynaskiRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 20, 2025May 14, 2025
Charles Michael NarmiRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 20, 2025May 14, 2025
Scott Robert GreenleeRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 20, 2025May 14, 2025
Kingsley Constantino Calvo-JordanRobert W. Baird & Co. Incorporated mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherMay 6, 2025Jul 24, 2025 (79 d)
Stacy Lynn CulottaRobert W. Baird & Co. Incorporated mixed wealthFreedom Family Office, LLC independent RIARIA to RIAMay 6, 2025Aug 25, 2025 (111 d)
Cory A. SpalingerRobert W. Baird & Co. Incorporated mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMay 6, 2025Nov 14, 2025 (192 d)
Amy SimmonsRobert W. Baird & Co. Incorporated mixed wealthDiversify Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 15, 2025Apr 15, 2025
Michaela Hope StclairRobert W. Baird & Co. Incorporated mixed wealthPitcairn independent RIARIA to RIAApr 15, 2025May 20, 2025 (35 d)
Roger RepaskyRobert W. Baird & Co. Incorporated mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 11, 2025Apr 15, 2025
Robert William BrannRobert W. Baird & Co. Incorporated mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankApr 5, 2025Mar 21, 2025
David Scott HimebaughRobert W. Baird & Co. Incorporated mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankApr 5, 2025Mar 28, 2025
Lynn Michelle RogersRobert W. Baird & Co. Incorporated mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankApr 5, 2025Mar 21, 2025
Lauren Mary JamroseRobert W. Baird & Co. Incorporated mixed wealthHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2025Apr 9, 2025
Rachel Margaret Abu HawiliRobert W. Baird & Co. Incorporated mixed wealthGlobal Retirement Partners LLC institutionalOtherMar 19, 2025Feb 19, 2026 (337 d)
Christopher J DurkinRobert W. Baird & Co. Incorporated mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 19, 2025Apr 2, 2025
Stephen Allen EyeRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 11, 2025Mar 3, 2025
Jordan Russell SchultzeRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 11, 2025Jul 10, 2025 (121 d)
Priscilla BlancoRobert W. Baird & Co. Incorporated mixed wealthEdward Jones national BDRIA to affiliated broker-dealer or bankMar 11, 2025Mar 18, 2025
David AldersonRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2025Jan 21, 2025
Mitchell Clint NiderstrosRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2025Jan 21, 2025
Zachary Glenn HarrisRobert W. Baird & Co. Incorporated mixed wealthTruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 15, 2025Feb 13, 2025
Trevor GuentherRobert W. Baird & Co. Incorporated mixed wealthRBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJan 15, 2025Jan 2, 2025
Jacob M BoyerRobert W. Baird & Co. Incorporated mixed wealthCetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 15, 2025Jan 21, 2025
Ellie C JohnsonRobert W. Baird & Co. Incorporated mixed wealthMercer Global Advisors Inc. independent RIARIA to RIAJan 15, 2025Jan 8, 2025
Katherine WrightRobert W. Baird & Co. Incorporated mixed wealthMorgan Stanley wirehouseRIA to wirehouseJan 14, 2025Feb 6, 2025
Kyle Jordan GilbertsonRobert W. Baird & Co. Incorporated mixed wealthHarbour Investments, Inc. independent RIARIA to RIAJan 6, 2025May 19, 2025 (133 d)
John Lance WentworthRobert W. Baird & Co. Incorporated mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseDec 19, 2024Dec 12, 2024
Deidre T. CaldwellRobert W. Baird & Co. Incorporated mixed wealthJanney Montgomery Scott LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2024Nov 15, 2024
Robert Louis StilesRobert W. Baird & Co. Incorporated mixed wealthJanney Montgomery Scott LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2024Nov 18, 2024
Adam Christopher TheinRobert W. Baird & Co. Incorporated mixed wealthNorthern Trust Securities, Inc BD affiliatedRIA to affiliated broker-dealer or bankNov 7, 2024Nov 6, 2024
Jason J TopiRobert W. Baird & Co. Incorporated mixed wealthMorgan Stanley wirehouseRIA to wirehouseNov 7, 2024Nov 1, 2024
Dalton Richard EastupRobert W. Baird & Co. Incorporated mixed wealthMorgan Stanley wirehouseRIA to wirehouseNov 7, 2024Nov 1, 2024
Michael Joseph MchughRobert W. Baird & Co. Incorporated mixed wealthDiversify Wealth Management, LLC independent RIARIA to RIAOct 29, 2024Oct 7, 2024
Cynthia Leigh AssinkRobert W. Baird & Co. Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 29, 2024Mar 26, 2026 (513 d)
David John DecorrevontRobert W. Baird & Co. Incorporated mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 29, 2024Nov 28, 2024
Chad Regis FridayRobert W. Baird & Co. Incorporated mixed wealthEdward Jones national BDRIA to affiliated broker-dealer or bankOct 29, 2024Oct 29, 2024
James Patrick MartinRobert W. Baird & Co. Incorporated mixed wealthStrategas Asset Management, LLC asset managerOtherOct 21, 2024Oct 15, 2024
Douglas James AdamsRobert W. Baird & Co. Incorporated mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankSep 25, 2024Sep 20, 2024
Andrea Mills HadjiyskiRobert W. Baird & Co. Incorporated mixed wealthMorgan Stanley wirehouseRIA to wirehouseSep 25, 2024Sep 5, 2024
Jordan Ryan BieryRobert W. Baird & Co. Incorporated mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 25, 2024Sep 5, 2024
Amanda Michele EvansRobert W. Baird & Co. Incorporated mixed wealthMorgan Stanley wirehouseRIA to wirehouseSep 25, 2024Nov 4, 2024 (40 d)
Kiefer A BaumbachRobert W. Baird & Co. Incorporated mixed wealthIag Wealth Partners, LLC independent RIARIA to RIASep 16, 2024Jun 25, 2026 (647 d)
Kimberly M CipraRobert W. Baird & Co. Incorporated mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 28, 2024Dec 16, 2024 (110 d)
Adam HarrisRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 28, 2024Aug 4, 2025 (341 d)
Rachel D HubbardRobert W. Baird & Co. Incorporated mixed wealthRBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankAug 15, 2024Aug 12, 2024
Nan Margaret PendletonRobert W. Baird & Co. Incorporated mixed wealthOld Port Advisors independent RIARIA to RIAAug 15, 2024Dec 18, 2024 (125 d)
Paxton J FerencakRobert W. Baird & Co. Incorporated mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2024Jun 4, 2025 (293 d)
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797 moves match.