DFX Intelligence

RIA 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.

AdvisorFromToTypeLeftRegistered
Samrat SinghWealthspire Advisors independent RIACorient independent RIARIA to RIAJan 8, 2025Feb 20, 2025 (43 d)
Sandeep Narendir SooryaNextgen Healthcare Advisors LLC unclassifiedCorient independent RIAOtherDec 31, 2024Nov 8, 2024
Joshua Hunter BarditchCapital Advisors, Inc. independent RIACorient independent RIARIA to RIANov 25, 2024Jul 29, 2026 (611 d)
Sean Patrick Stannard-StocktonEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 8, 2024
Ludovic Pierre ThomassonEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 5, 2024
Michael Ronald NavoneEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 6, 2024
Paul Lambert PerrinoEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 6, 2024
Elizabeth Lawrence RevenkoEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 6, 2024
Shilpa Girish AndalkarEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 8, 2024
John Yo Han KimEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 6, 2024
Kyle Patrick BennerEnsemble Capital Management, LLC independent RIACorient independent RIARIA to RIANov 13, 2024Nov 6, 2024
Adam Jonathan SheerRoosevelt Investments independent RIACorient independent RIARIA to RIAOct 17, 2024Feb 17, 2023
Robert Lawrence MeyerRoosevelt Investments independent RIACorient independent RIARIA to RIAOct 17, 2024Feb 17, 2023
Alberto Alejandro SegoviaTruist Advisory Services, Inc. BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2024Jan 28, 2025 (105 d)
Matthew Jeffrey AllenChoreo, LLC independent RIACorient independent RIARIA to RIAOct 10, 2024Jul 14, 2025 (277 d)
Darin Glen TuttleMartinsen Wealth Management no RAUMCorient independent RIAOtherOct 3, 2024Jan 8, 2025 (97 d)
Patrick BevanCwm, LLC BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2024Jan 29, 2025 (119 d)
James Richard EscobarJ.P. Morgan Securities LLC wirehouseCorient independent RIAWirehouse to independent RIASep 29, 2024Oct 23, 2024
Kaiying GuoGoldman Sachs Wealth Services, L.P. BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2024Apr 17, 2026 (574 d)
Terence Conway SullivanNew Paragon, LLC independent RIACorient independent RIARIA to RIASep 17, 2024Jul 15, 2024
Christine Louise JemisonNew Paragon, LLC independent RIACorient independent RIARIA to RIASep 17, 2024Jul 16, 2024
Scot Laurence HunterEmfo, LLC mixed wealthCorient independent RIARIA to RIAAug 31, 2024Aug 16, 2024
Keith David StoloffEmfo, LLC mixed wealthCorient independent RIARIA to RIAAug 31, 2024Aug 16, 2024
George David SuarezEmfo, LLC mixed wealthCorient independent RIARIA to RIAAug 31, 2024Aug 15, 2024
Allan Michael BudelmanEmfo, LLC mixed wealthCorient independent RIARIA to RIAAug 31, 2024Aug 19, 2024
Kevin William BrownEmfo, LLC mixed wealthCorient independent RIARIA to RIAAug 31, 2024Aug 15, 2024
Charles Richard ReyMorgan Stanley wirehouseCorient independent RIAWirehouse to independent RIAAug 29, 2024Oct 7, 2024 (39 d)
William Mccomas ByronByron Financial, LLC independent RIACorient independent RIARIA to RIAAug 27, 2024Aug 7, 2024
Joshua Scott MayorByron Financial, LLC independent RIACorient independent RIARIA to RIAAug 27, 2024Aug 7, 2024
Maximilian John ArmsBrighton Jones LLC independent RIACorient independent RIARIA to RIAAug 20, 2024Sep 10, 2024
Katlyn Beth ValenciaBrighton Jones LLC independent RIACorient independent RIARIA to RIAAug 13, 2024Sep 10, 2024
Alexander Robert TrueCharles Schwab & Co., Inc. national BDCorient independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2024Jun 17, 2026 (677 d)
Mark Hermann RenzSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jul 22, 2024
Troy Paul NunesSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Mark Jeffrey BaniewiczSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Matthew Paul CassanoSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Alexis Renae GayhartSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Thomas McdonnellSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Katelynn Starr BreslerSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Oct 1, 2024 (54 d)
James Thomas Drennan WestonSanctuary Advisors, LLC BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAAug 7, 2024Mar 9, 2026 (579 d)
Jon Richard PetersonRkl Private Wealth independent RIACorient independent RIARIA to RIAAug 5, 2024Sep 3, 2024
James Paul BerndtThe Mather Group, LLC independent RIACorient independent RIARIA to RIAJul 12, 2024Jul 2, 2024
Kristina Marie McnamaraBbr Partners, LLC independent RIACorient independent RIARIA to RIAJun 21, 2024Jul 3, 2024
Matthias Daniel DayStratos Wealth Partners, Ltd BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2024Aug 14, 2024 (55 d)
Robert Drew BodnerChecchi Capital Advisers, LLC independent RIACorient independent RIARIA to RIAJun 18, 2024Jul 22, 2024 (34 d)
Thomas William PowellMorgan Stanley wirehouseCorient independent RIAWirehouse to independent RIAJun 13, 2024Jun 25, 2024
John LangfordKfa Private Wealth Group, LLC independent RIACorient independent RIARIA to RIAJun 3, 2024Jun 3, 2024
Julian BryenJ.P. Morgan Securities LLC wirehouseCorient independent RIAWirehouse to independent RIAMay 29, 2024Jun 4, 2025 (371 d)
John Scott RoscoeRoosevelt Investments independent RIACorient independent RIARIA to RIAMay 23, 2024Feb 17, 2023
Gregg S KonopaskeKfa Private Wealth Group, LLC independent RIACorient independent RIARIA to RIAMay 20, 2024May 20, 2024
Lane Patrick HusteadBordeaux Wealth Advisors independent RIACorient independent RIARIA to RIAMay 3, 2024Jul 16, 2024 (74 d)
Zachary A SandovalMorgan Stanley wirehouseCorient independent RIAWirehouse to independent RIAApr 9, 2024May 9, 2024
Thomas Dooley MasonAssuredpartners Investment Advisors independent RIACorient independent RIARIA to RIAApr 4, 2024Nov 13, 2024 (223 d)
Meagan Elizabeth O'ShaughnessyJ.P. Morgan Securities LLC wirehouseCorient independent RIAWirehouse to independent RIAMar 22, 2024May 3, 2024 (42 d)
Christopher John OrneeThe Tides Group state registeredCorient independent RIAOtherMar 9, 2024Jan 18, 2023
David Matthew HobbsBordeaux Wealth Advisors independent RIACorient independent RIARIA to RIAMar 4, 2024Mar 25, 2024
Tyrell Blake MarchantLPL Financial LLC BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2024Jul 16, 2025 (511 d)
Samuel D FrankfortRockefeller Capital Management BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAFeb 15, 2024Jan 19, 2024
Sanjay GeorgeRockefeller Capital Management BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAFeb 15, 2024Jan 19, 2024
Brian D MooreLPL Financial LLC BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2024Jan 24, 2024
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446 moves match.