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

Arrivals at Brighton Jones 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
John David GriffinFidelity Personal And Workplace Advisors BD affiliatedBrighton Jones LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2018Aug 2, 2019 (310 d)
Logan Alexander MurrayMycio Wealth Partners, LLC independent RIABrighton Jones LLC independent RIARIA to RIAAug 21, 2018Oct 29, 2019 (434 d)
Ross RubinsteinMorgan Stanley wirehouseBrighton Jones LLC independent RIAWirehouse to independent RIAJun 18, 2018Dec 12, 2018 (177 d)
Ryan Edward QuigleyMML Investors Services, LLC otherBrighton Jones LLC independent RIAOtherDec 13, 2017Oct 18, 2018 (309 d)
Alexia R CandelariaNorthwestern Mutual Investment Services,LLC no RAUMBrighton Jones LLC independent RIAOtherNov 2, 2017Jan 1, 2025 (2617 d)
David George BornParkside Advisors LLC otherBrighton Jones LLC otherOtherOct 6, 2017Aug 16, 2017
Edwin James SondgrothD.A. Davidson & Co. otherBrighton Jones LLC otherOtherSep 7, 2017Sep 18, 2017
Eric Matthew SholbergGlobal Retirement Partners LLC otherBrighton Jones LLC otherOtherApr 5, 2017Apr 5, 2017
Keith Edward BrennanSvb Wealth otherBrighton Jones LLC otherOtherOct 28, 2016Jan 3, 2018 (432 d)
Guy Pate RidoutNationwide Investment Advisors, LLC otherBrighton Jones LLC otherOtherJul 6, 2016Aug 9, 2016 (34 d)
Sabrina RoshLwi Financial Inc. otherBrighton Jones LLC otherOtherApr 4, 2016Apr 22, 2016
Zachary William SmithClearpath Capital Partners LLC otherBrighton Jones LLC otherOtherFeb 15, 2016Jan 28, 2016
Krystal D FortnerParkside Advisors LLC otherBrighton Jones LLC independent RIAOtherJan 4, 2016Apr 12, 2019 (1194 d)
Matthew HowellNorthwestern Mutual Investment Services,LLC otherBrighton Jones LLC otherOtherNov 9, 2015Nov 12, 2015
James Michael TaylorTaylor Financial, LLC unclassifiedBrighton Jones LLC otherOtherJul 22, 2015Sep 14, 2015 (54 d)
Michael Richard FerdinandoFisher Investments otherBrighton Jones LLC otherOtherMay 18, 2015Jun 11, 2015
Michael Lee WelkFortitude Advisory Group L.L.C. otherBrighton Jones LLC otherOtherApr 14, 2015May 19, 2015 (35 d)
Kathleen Rose RandallFisher Investments otherBrighton Jones LLC otherOtherFeb 18, 2015Mar 9, 2015
Christopher Paul DestefanoBell Investment Advisors Inc otherBrighton Jones LLC otherOtherFeb 27, 2014Mar 6, 2014
Konstantinos StathopoulosFisher Investments otherBrighton Jones LLC otherOtherFeb 21, 2013Mar 22, 2013
Michael Arthur SchorAmeriprise Financial Services, LLC national BDBrighton Jones LLC otherOtherJan 8, 2013Mar 7, 2013 (58 d)
Karen Marie HarrisAmeriprise Financial Services, LLC national BDBrighton Jones LLC otherOtherNov 1, 2012Nov 15, 2017 (1840 d)
Timothy Mcintyre AmenSchwab Wealth Advisory, Inc. otherBrighton Jones LLC otherOtherApr 4, 2012Jun 27, 2012 (84 d)
Greer Tyler SmithCharles Schwab & Co., Inc. national BDBrighton Jones LLC otherOtherJan 10, 2012Jan 9, 2012
David Holmes LampBbjs Financial Advisors, LLC otherBrighton Jones LLC otherOtherNov 18, 2011Nov 21, 2011
Eric Thomas StrongStrategic Advisers LLC national BDBrighton Jones LLC otherOtherOct 10, 2011Nov 14, 2011 (35 d)
Kelly Karl BrownEk Riley Investments, LLC otherBrighton Jones LLC otherOtherAug 23, 2010Jan 5, 2012 (500 d)
Scott Robb SchoenfeldUBS Financial Services Inc. wirehouseBrighton Jones LLC otherOtherJul 2, 2010Oct 16, 2014 (1567 d)
Jason Clark ShullLnw otherBrighton Jones LLC otherOtherFeb 24, 2010Nov 5, 2012 (985 d)
Kristie Anne GarrettAmeriprise Financial Services, LLC national BDBrighton Jones LLC otherOtherMay 12, 2009Dec 3, 2015 (2396 d)
Michael James BattagliaPricewaterhousecoopers Investment Advisers LLC no RAUMBrighton Jones LLC otherOtherJul 15, 2008Jun 13, 2011 (1063 d)
Clint Michael ChristensenStrategic Advisers LLC national BDBrighton Jones LLC otherOtherNov 16, 2007Nov 25, 2008 (375 d)
Brett Howard CarolanCetera Advisor Networks LLC otherBrighton Jones LLC otherOtherMay 5, 2003Jul 1, 2003 (57 d)
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93 moves match.