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 Edelman Financial Services, 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
Brian Patrick MuellerStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJan 29, 2016Feb 3, 2016
Geoffrey Hayward CoggerStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJan 27, 2016Feb 3, 2016
Michael Joseph HorneGrimes & Company otherEdelman Financial Services, LLC otherOtherJan 27, 2016Feb 3, 2016
Dhaval Hiren ShahT. Rowe Price Advisory Services, Inc. no RAUMEdelman Financial Services, LLC otherOtherJan 6, 2016Jan 5, 2016
Corey Michael FastStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherNov 16, 2015Nov 9, 2015
Maria Jose BaronCitigroup Global Markets Inc. otherEdelman Financial Services, LLC otherOtherOct 30, 2015Nov 9, 2015
Michael Edward GombrichMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Services, LLC otherOtherOct 30, 2015Nov 5, 2015
Robert M AcevesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Services, LLC otherOtherSep 24, 2015Dec 2, 2015 (69 d)
Lisa C MendisStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherSep 9, 2015Jan 25, 2016 (138 d)
Eric Armando LassoStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherAug 24, 2015Aug 19, 2015
Kyle NolanStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherAug 24, 2015Aug 11, 2015
Mark Raymond PalmerU.S. Bancorp Advisors, LLC otherEdelman Financial Services, LLC otherOtherAug 6, 2015Aug 11, 2015
Rohi B BatraCliftonlarsonallen Wealth Advisors, LLC otherEdelman Financial Services, LLC otherOtherAug 3, 2015Nov 9, 2015 (98 d)
Jared A RubinStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJul 31, 2015Sep 2, 2015 (33 d)
Andrew Nicholas CoyneCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherMay 12, 2015May 11, 2015
John Fogarty MccaffertyE*Trade Capital Management, LLC otherEdelman Financial Services, LLC otherOtherMay 12, 2015May 12, 2015
Rachel Ann VivianStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherMay 8, 2015May 11, 2015
David SkolnikAllstate Financial Advisors, LLC no RAUMEdelman Financial Services, LLC otherOtherApr 28, 2015May 13, 2015
James P SeluStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherApr 14, 2015May 11, 2015
Natalya BradleyUBS Financial Services Inc. wirehouseEdelman Financial Services, LLC otherOtherApr 13, 2015Apr 20, 2015
Kevin Michael HamelNorthwestern Mutual Investment Services,LLC otherEdelman Financial Services, LLC otherOtherApr 7, 2015Apr 13, 2015
Ardis OwensUsaa Financial Planning Services no RAUMEdelman Financial Services, LLC otherOtherMar 30, 2015May 13, 2015 (44 d)
Rana MaidaF500 Advisory Services, Inc. otherEdelman Financial Services, LLC otherOtherMar 24, 2015Mar 1, 2016 (343 d)
Steven J. BermackEquitable Advisors, LLC national BDEdelman Financial Services, LLC otherOtherFeb 3, 2015Jan 21, 2015
Ronald V NeblettStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJan 27, 2015Jan 13, 2015
Aaron Christian MulvaneyCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherJan 26, 2015Jan 20, 2015
Andrew Mead DavisNavalign, LLC otherEdelman Financial Services, LLC otherOtherJan 22, 2015Jan 26, 2015
Jennifer BottomleyWells Fargo Advisors wirehouseEdelman Financial Services, LLC otherOtherJan 21, 2015Dec 16, 2015 (329 d)
Brian Jonathan MatzU.S. Bancorp Investments, Inc. otherEdelman Financial Services, LLC otherOtherJan 20, 2015Jan 20, 2015
Tricia EliasonE*Trade Capital Management, LLC otherEdelman Financial Services, LLC otherOtherJan 14, 2015Jan 14, 2015
Mary Margaret McgrailWinslow, Evans & Crocker, Inc. otherEdelman Financial Services, LLC otherOtherJan 12, 2015Aug 15, 2016 (581 d)
Jeff GonzalesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Services, LLC otherOtherJan 12, 2015Jan 13, 2015
Percy Hamilton ClarkMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherNov 17, 2014Nov 18, 2014
Lea A GarraffaMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherNov 11, 2014Oct 27, 2014
Sandra J BellStifel, Nicolaus & Company, Incorporated national BDEdelman Financial Services, LLC otherOtherOct 24, 2014Nov 17, 2014
Christopher George WernerNorthwestern Mutual Investment Services,LLC otherEdelman Financial Services, LLC otherOtherOct 8, 2014Oct 28, 2014
Aleksandra ShteynStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherOct 3, 2014Sep 16, 2014
Kevin Joseph ColleranStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherSep 26, 2014Sep 15, 2014
Jennifer Laurel Krever-ShintaniCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherSep 26, 2014Sep 15, 2014
Craig PoluszekMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherSep 25, 2014Sep 10, 2014
Robert Paul JonesKestra Private Wealth Services, LLC otherEdelman Financial Services, LLC otherOtherAug 21, 2014Sep 2, 2014
Matthew Lawrence PreddyTd Ameritrade Investment Management, LLC otherEdelman Financial Services, LLC otherOtherAug 19, 2014Sep 15, 2014
Perry Andrew MirochaPnc Wealth Management otherEdelman Financial Services, LLC otherOtherAug 8, 2014Aug 12, 2014
Christopher Howard ToadvineCommonwealth Financial Network national BDEdelman Financial Services, LLC otherOtherAug 1, 2014Aug 7, 2014
Kerry Clifford SevernStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJul 10, 2014Jul 8, 2014
Anthony Joseph CzechorskiMeritus Capital Management, Inc. otherEdelman Financial Services, LLC otherOtherJul 9, 2014Jan 8, 2015 (183 d)
Catherine Anne JonesStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJul 2, 2014Jul 7, 2014
Thomas F. FayPruco Securities, LLC otherEdelman Financial Services, LLC otherOtherJun 30, 2014Aug 18, 2014 (49 d)
Jason Guo Quan FangStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJun 23, 2014Jul 7, 2014
Susan M LanhamTd Private Client Wealth LLC otherEdelman Financial Services, LLC otherOtherMay 19, 2014May 27, 2014
Brian Joseph McguireUsaa Financial Planning Services no RAUMEdelman Financial Services, LLC otherOtherApr 25, 2014May 1, 2014
Robert Michael SargentStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherApr 23, 2014May 1, 2014
Christopher Robert DavidsonCla Financial Advisors, LLC otherEdelman Financial Services, LLC otherOtherApr 21, 2014May 2, 2014
Salvatore Steven MarinoThe Mutual Fund Store otherEdelman Financial Services, LLC otherOtherApr 7, 2014Jan 21, 2015 (289 d)
Laurel Ruth HostetlerEagle Strategies LLC otherEdelman Financial Services, LLC otherOtherMar 20, 2014Aug 17, 2015 (515 d)
Lan JinCredit Suisse Securities (USA) LLC otherEdelman Financial Services, LLC otherOtherFeb 19, 2014Feb 18, 2014
Peter Charles HollidayCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherJan 28, 2014Jan 16, 2014
Bradford Perry JohnsonPark Avenue Securities LLC otherEdelman Financial Services, LLC otherOtherJan 7, 2014Jan 2, 2014
Matthew Paul BonitoCreative Financial Designs, Inc. otherEdelman Financial Services, LLC otherOtherDec 31, 2013Jan 14, 2014
Joan N GreensponStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherDec 19, 2013Jan 14, 2014
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245 moves match.