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 Wintrust Investments

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
Eugene Christopher YloWintrust Investments otherStrategiq Financial Group, LLC otherOtherNov 25, 2014Nov 26, 2014
Kolleen Tracy ZbilskiWintrust Investments otherMorgan Stanley wirehouseOtherNov 11, 2014Nov 25, 2014
Michelle Suzanne HancockWintrust Investments otherIpi Wealth Management, Inc. otherOtherJun 25, 2014Jul 1, 2014
Wesley Gene CraneWintrust Investments otherCresset Asset Management, LLC independent RIAOtherJun 16, 2014Nov 21, 2024 (3811 d)
Grant Oliver KoentzWintrust Investments otherWells Fargo Advisors wirehouseOtherMar 5, 2014Apr 21, 2014 (47 d)
Allison Catherine HallWintrust Investments otherAlight Financial Advisors, LLC independent RIAOtherDec 31, 2013Aug 3, 2021 (2772 d)
John Kyler FergusonWintrust Investments otherMorgan Stanley wirehouseOtherJun 13, 2013Jun 17, 2013
Mcgee CookWintrust Investments otherWells Fargo Advisors wirehouseOtherMar 28, 2013Apr 8, 2013
Luigi Edward MancusiWintrust Investments otherOppenheimer & Co. Inc. otherOtherOct 12, 2012Nov 9, 2012
Lauren Greene HolwellWintrust Investments otherOppenheimer & Co. Inc. otherOtherOct 12, 2012Sep 17, 2012
David Jerome DentlerWintrust Investments otherMorgan Stanley wirehouseOtherSep 10, 2012Oct 19, 2012 (39 d)
Michael James PassWintrust Investments otherBmo Harris Financial Advisors, Inc otherOtherOct 4, 2011Oct 11, 2011
Molly AmbrosinoWintrust Investments otherBrokersxpress LLC otherOtherAug 9, 2011Aug 15, 2011
John Joseph YelvertonWintrust Investments otherWells Fargo Advisors wirehouseOtherApr 28, 2011Apr 28, 2011
Kathleen Anne HatcherWintrust Investments otherCetera Investment Services LLC otherOtherMar 8, 2011Dec 6, 2011 (273 d)
Samantha E LuiWintrust Investments otherMorgan Stanley wirehouseOtherFeb 28, 2011Jul 12, 2012 (500 d)
Mark Alan GeertsmaWintrust Investments otherJmg Capital Advisors, LLC unclassifiedOtherAug 18, 2010Jul 20, 2007
William Newton GreggWintrust Investments otherGreat Lakes Advisors, LLC otherOtherSep 30, 2008Sep 30, 2008
Patricia Ann MarshWintrust Investments otherCitigroup Global Markets Inc. otherOtherJul 30, 2008Jul 3, 2008
Tracy Odonnell PolselliWintrust Investments otherCitigroup Global Markets Inc. otherOtherJul 30, 2008Jul 3, 2008
Mary Patricia AndersonWintrust Investments otherCitigroup Global Markets Inc. otherOtherJul 30, 2008Jul 3, 2008
Michelle C HughesWintrust Investments otherCitigroup Global Markets Inc. otherOtherJul 30, 2008Jul 3, 2008
Jackson John LounsberryWintrust Investments otherJmg Capital Advisors, LLC unclassifiedOtherDec 21, 2007Jul 20, 2007
Richard WholeyWintrust Investments otherGreat Lakes Advisors, LLC otherOtherJul 10, 2006Sep 22, 2005
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84 moves match.