DFX Intelligence
Advisor moves
Arrivals at Corient
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kegan Mackenzie Johnson | Palo Alto Wealth Advisors, LLC independent RIA | Corient independent RIA | RIA to RIA | Feb 10, 2026 | Jan 20, 2026 |
| Alberto Antonio Francis | LPL Financial LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | Feb 11, 2026 |
| Ralph Marvin Segall | Segall Bryant & Hamill other | Corient BD affiliated | Other | Jan 12, 2026 | Mar 31, 2023 |
| James Joseph Smerke | Wellspring Family Office independent RIA | Corient independent RIA | RIA to RIA | Jan 6, 2026 | Feb 19, 2026 (44 d) |
| Conrad Wright | Ebert Capital Management Inc. independent RIA | Corient independent RIA | RIA to RIA | Nov 5, 2025 | Jan 30, 2026 (86 d) |
| Joseph Brennan Winkler | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 14, 2025 | Oct 13, 2025 |
| Kevin George Mccandlish | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 10, 2025 | Oct 9, 2025 |
| Parker Thomas Jamieson | Plante Moran Financial Advisors independent RIA | Corient independent RIA | RIA to RIA | Oct 10, 2025 | Jan 7, 2026 (89 d) |
| Kevin Sean Berry | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 7, 2025 | Oct 7, 2025 |
| Adam Christian Guenther | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 7, 2025 | Oct 7, 2025 |
| Anthony David Waltier | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 7, 2025 | Oct 7, 2025 |
| Scott Gowell Patten | Northeast Financial independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Sep 9, 2025 |
| Scott Adair Oswald | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Oct 3, 2025 |
| Christopher Jon Taylor | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Oct 3, 2025 |
| Frank Dominick Rossetti | Northeast Financial independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Sep 9, 2025 |
| Jeff Knox Parker | Bristlecone Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Oct 3, 2025 |
| Elwood Brian Davis | Northeast Financial independent RIA | Corient independent RIA | RIA to RIA | Oct 6, 2025 | Sep 9, 2025 |
| John Jehle Edwards | Breeds Hill Capital LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 2, 2025 | Sep 30, 2025 |
| Sadie Deringer Holdridge | Breeds Hill Capital LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 2, 2025 | Sep 30, 2025 |
| Robert A. Beshere | Breeds Hill Capital LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 2, 2025 | Sep 30, 2025 |
| Christopher Allen Messick | Mpa Wealth, LLC unclassified | Corient independent RIA | Other | Sep 29, 2025 | Aug 14, 2025 |
| Braden Ryan Howell | Mpa Wealth, LLC unclassified | Corient independent RIA | Other | Sep 29, 2025 | Aug 15, 2025 |
| Matthew Corley Sibley | Mpa Wealth, LLC unclassified | Corient independent RIA | Other | Sep 29, 2025 | Aug 18, 2025 |
| Alex Martin Taylor | Mpa Wealth, LLC unclassified | Corient independent RIA | Other | Sep 29, 2025 | Aug 14, 2025 |
| Colleen Lopez | Hightower Advisors, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2025 | Feb 9, 2026 (145 d) |
| Brent Thomas Boden | Savvy independent RIA | Corient independent RIA | RIA to RIA | Sep 2, 2025 | Aug 21, 2025 |
| Austin James Mitchell | Raymond James Financial Services Advisors, Inc BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2025 | Aug 14, 2025 |
| Bradyn David Papke | Raymond James Financial Services Advisors, Inc BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2025 | Aug 14, 2025 |
| Talia Rose Calhoun | Raymond James Financial Services Advisors, Inc BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2025 | Aug 14, 2025 |
| Jacob D Koller | Valic Financial Advisors, Inc. BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2025 | Jul 15, 2025 |
| Matthew Thiel Kishlansky | Gentrust independent RIA | Corient independent RIA | RIA to RIA | Jul 15, 2025 | Sep 30, 2025 (77 d) |
| Nadezhda Yurievna Erinchek | Equitable Advisors, LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2025 | Jul 31, 2025 |
| Alicia Brooke Traub | Morgan Stanley wirehouse | Corient independent RIA | Wirehouse to independent RIA | Jul 10, 2025 | Jan 6, 2026 (180 d) |
| Isaac Gwinn | The Wealth Consulting Group independent RIA | Corient independent RIA | RIA to RIA | Jul 9, 2025 | Aug 5, 2025 |
| Ryan Kidston Murray | Strategic Wealth Partners, Ltd. independent RIA | Corient independent RIA | RIA to RIA | Jun 27, 2025 | Jul 14, 2025 |
| Michael Bailey Mayer | Willow Creek Financial independent RIA | Corient independent RIA | RIA to RIA | Jun 12, 2025 | Jun 11, 2025 |
| Nan M Nge | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | May 9, 2025 | May 16, 2025 |
| William Cole Taylor | Gradient Capital Advisors, LLC independent RIA | Corient independent RIA | RIA to RIA | May 9, 2025 | Jun 6, 2025 |
| Erin Lee Patak | RBC Rochdale, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2025 | May 12, 2025 |
| Michael Chandler Shively | Wellington Wealth Strategies, LLC independent RIA | Corient independent RIA | RIA to RIA | Apr 18, 2025 | May 16, 2025 |
| Elise Orton | Brighton Jones LLC independent RIA | Corient independent RIA | RIA to RIA | Apr 2, 2025 | May 2, 2025 |
| Amanda Knode Hill | Ameriprise Financial Services, LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2025 | May 12, 2025 (42 d) |
| William Prescott Bush | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 14, 2025 |
| Robert David Wedeking | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Paul Albert Edling Cummings | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Sylwia Koc-Marano | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Meghan Christina Grainer | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| John S Law | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 12, 2025 |
| Allen Hagop Injijian | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Brian Robert Sullivan | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Matthew Peter Diluccio | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Jonathan Miller Mcnitt | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 12, 2025 |
| Alexandra Weyrauch | Geller Advisors LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 28, 2025 | Feb 6, 2025 |
| Cameron Dunn | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | Mar 24, 2025 | Jul 21, 2025 (119 d) |
| Katharine Emory Osborne | RBC Capital Markets, LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2025 | Mar 28, 2025 |
| Gregory James Simpson | Rootstock Advisors independent RIA | Corient independent RIA | RIA to RIA | Mar 18, 2025 | Feb 25, 2025 |
| Rohit Bharat Mansukhani | Aspiriant, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 13, 2025 | Jun 10, 2025 (89 d) |
| Brian David Mirman | Northwestern Mutual Investment Services,LLC no RAUM | Corient independent RIA | Other | Feb 26, 2025 | May 2, 2025 (65 d) |
| Michael John Pritts | Citizens Securities, Inc. BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2025 | Jun 9, 2025 (104 d) |
| Avanti Deon | UBS Financial Services Inc. wirehouse | Corient independent RIA | Wirehouse to independent RIA | Jan 22, 2025 | Jan 29, 2025 |
446 moves match.