DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Corient

446 moves
AdvisorFromToTypeLeftRegistered
Jason Noah DanzigerAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Ryan Wesley FletcherAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Clayton Blake McwherterAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 10, 2023
Brett Alan WilliamsAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
David John JesulaitisAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Graydon Douglas OliverAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
William Miles MarksAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
John Terrance LytleAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Joanna Johnson FetterAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Lauren Elizabeth PaineAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Gianna Elise NunnAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Dylan Chase McdowellAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Elizabeth PappasAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 2, 2023
Zachary David TurmanAvalon Investment & Advisory independent RIACorient BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023May 4, 2023
Timothy Eric HermannRoosevelt Investments independent RIACorient independent RIARIA to RIAJul 19, 2023Feb 17, 2023
Corie Evan GabrielRoosevelt Investments independent RIACorient independent RIARIA to RIAJul 19, 2023Feb 24, 2023
John Thomas LiggetPenobscot Investment Management Company, Inc. independent RIACorient independent RIARIA to RIAJul 17, 2023Oct 3, 2024 (444 d)
Jacob Alexander HiltonAmeriprise Financial Services, LLC national BDCorient independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2023Jan 28, 2024 (202 d)
Kory Christiaan LackeyColumbia Pacific Wealth Management independent RIACorient independent RIARIA to RIAJul 7, 2023Feb 20, 2023
Owen GilmoreBarrett Asset Management, LLC asset managerCorient independent RIAOtherJul 7, 2023Feb 16, 2023
Robert Harry BluesteinR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 2, 2022
Randal Ian GoldsteinR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 2, 2022
Kenneth Arthur SmithR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 5, 2022
Jeffrey Neil BluesteinR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 2, 2022
Kory Ray BachmanR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 5, 2022
Kevin Charles LaplenaR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 5, 2022
Joseph Albert ZuccaroR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 5, 2022
Evan William ReillyR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 5, 2022
Cena Joyce LarsenR.H. Bluestein & Co LLC asset managerCorient independent RIAOtherJul 3, 2023Dec 5, 2022
Dak H SpiveyCreative Planning Institutional Advisors, LLC institutionalCorient independent RIAOtherJun 29, 2023Aug 10, 2023 (42 d)
John William SokolowskiRoosevelt Investments independent RIACorient independent RIARIA to RIAJun 23, 2023Feb 24, 2023
Dominick LombardiRoosevelt Investments independent RIACorient independent RIARIA to RIAJun 23, 2023Feb 17, 2023
Megan Ann SchwingerBbr Partners, LLC independent RIACorient independent RIARIA to RIAJun 5, 2023Sep 26, 2024 (479 d)
Stephen Chad EstepE*Trade Capital Management, LLC independent RIACorient independent RIARIA to RIAMay 24, 2023Jul 11, 2024 (414 d)
Francesco J ScorsoneJ.P. Morgan Securities LLC wirehouseCorient BD affiliatedWirehouse to affiliated broker-dealer or bankMay 16, 2023Jun 27, 2023 (42 d)
Kyle Andrew KrausEdelman Financial Engines mixed wealthCorient BD affiliatedRIA to affiliated broker-dealer or bankApr 14, 2023May 23, 2023 (39 d)
Deborah StavisStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Christopher Alden CoppsCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 3, 2025 (644 d)
Richard Wells HagnerInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Eric Scott BodnerKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 13, 2022
Gary John MarcinickBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Michael Newman MattiseRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Eric Gerhard ShislerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Alexander Farnum StimpsonCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 16, 2022
Mary Patricia MckinleyGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Jeremy A KisnerSurevest Private Wealth independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 9, 2023
Duane Michael HirschStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Feb 22, 2023
Daniel John SobolGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Joseph Berkson GlossbergGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 3, 2023
Charles Samuel GofenGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Peter Behr KupferbergGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 3, 2023
James Gordon BorovskyGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
James Joseph McgintyCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 15, 2022
Adam H KatzKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Darren Lee HendersonCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Daniel Lawrence DueBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Molly Bergin CarlGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Chris Martin JohnsonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 1, 2025 (642 d)
Jessica Aeri LeeBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Jennie F SowersKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
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