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 Credit Suisse Securities (USA) 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
William Knight BlanchardCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMay 3, 2016Apr 7, 2016
Peter NrekicCredit Suisse Securities (USA) LLC otherRaymond James & Associates, Inc. national BDOtherMay 3, 2016Feb 23, 2017 (296 d)
Dominic Joseph CorabiCredit Suisse Securities (USA) LLC otherWedmont Private Capital independent RIAOtherMay 3, 2016Aug 18, 2020 (1568 d)
Aaron Joel MendelsonCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 19, 2016Apr 4, 2016
Daniel Reid HorowitzCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 19, 2016Apr 1, 2016
Justina Irene NevelCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 19, 2016Apr 8, 2016
Peter SmithCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 19, 2016Apr 1, 2016
David Francis TracyCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 18, 2016Mar 31, 2016
Michael Thomas MeyersCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 18, 2016Apr 1, 2016
Annick IwanowskiCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 18, 2016Dec 23, 2025 (3536 d)
Nathalie TremblayCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 14, 2016Mar 28, 2016
John Andrew HafnerCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 12, 2016Mar 28, 2016
Todd Anthony ShowalterCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 12, 2016Mar 21, 2016
Matthew C MeadCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 12, 2016Mar 25, 2016
Matthew Walker FishboneCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 11, 2016Mar 18, 2016
Michael Joseph MarinoCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 8, 2016Mar 17, 2016
Elizabeth Saunders BrozenaCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 8, 2016Mar 16, 2016
George Joseph SchietingerCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 7, 2016Mar 17, 2016
Michael John BrewsterCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 6, 2016Mar 15, 2016
James FormatoCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 5, 2016Mar 10, 2016
David Allan HirschCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 5, 2016Mar 11, 2016
David Brett HorowitzCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 5, 2016Mar 10, 2016
Darryl H TombacherCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 5, 2016Mar 10, 2016
James C KellyCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 5, 2016Mar 11, 2016
Craig Daniel LindquistCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 5, 2016Mar 10, 2016
Khalid Salem AttigaCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 5, 2016Mar 10, 2016
Roby D MizeCredit Suisse Securities (USA) LLC otherWells Fargo Advisors wirehouseOtherApr 1, 2016Mar 10, 2016
Scott William SoulesCredit Suisse Securities (USA) LLC otherJ.P. Morgan Securities LLC wirehouseOtherApr 1, 2016Mar 28, 2016
Jonathan Fleischer PeicherCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 1, 2016Mar 22, 2016
Leo BiaginiCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 31, 2016Mar 7, 2016
Fernando A VillarrealCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 31, 2016Mar 9, 2016
Michael Neuhoff FlanaganCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 30, 2016Mar 7, 2016
James Michael NewCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 30, 2016Mar 7, 2016
Gabriela SardiCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 30, 2016Mar 9, 2016
Tiani R HausenCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 29, 2016Mar 9, 2016
Alexander Paul SchiessCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 29, 2016Mar 7, 2016
Gabriella Ariana GonzalesCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 29, 2016Mar 7, 2016
Antonio GiorgettiCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 24, 2016Mar 1, 2016
Adrian LaurentCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 24, 2016Mar 4, 2016
Lisa CavanaghCredit Suisse Securities (USA) LLC otherJ.P. Morgan Securities LLC wirehouseOtherMar 23, 2016Mar 1, 2016
Ruth Elizabeth SalazarCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 23, 2016Mar 4, 2016
Jacqueline Leigh ByrneCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 22, 2016Mar 4, 2016
Scarlett AlfonzoCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 22, 2016Mar 3, 2016
Timothy DarraghCredit Suisse Securities (USA) LLC otherStifel, Nicolaus & Company, Incorporated national BDOtherMar 15, 2016Feb 25, 2016
Graham Walker CurchinCredit Suisse Securities (USA) LLC otherStifel, Nicolaus & Company, Incorporated national BDOtherMar 15, 2016Feb 25, 2016
Michael A KramleyCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 15, 2016Mar 4, 2016
Roselin EspinalCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 15, 2016Mar 8, 2016
Christopher William GrandieriCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 15, 2016Feb 25, 2016
Juan Diego BricenoCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 15, 2016Mar 10, 2016
Roberto RedondoCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 14, 2016Feb 23, 2016
Lisa Anne SiradasCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 8, 2016Feb 16, 2016
Raul U AgueroCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 8, 2016Feb 19, 2016
Paul Gerard VandenheuvelCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 8, 2016Feb 16, 2016
Joseph N BustrosCredit Suisse Securities (USA) LLC otherEaton Vance Management otherOtherMar 3, 2016Mar 7, 2016
Claudine Marie ChoquetteCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 3, 2016Feb 12, 2016
Alexandra S LloydCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 3, 2016Oct 26, 2021 (2063 d)
Norman Abraham EpsteinCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherMar 2, 2016Feb 8, 2016
Angela Mello De Mello KeeseeCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 2, 2016Feb 10, 2016
James Spottswood TardyCredit Suisse Securities (USA) LLC otherRgt Wealth Advisors otherOtherMar 2, 2016May 13, 2016 (72 d)
Denise Vanessa IturreyCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherMar 2, 2016Feb 15, 2016
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706 moves match.