DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Corient

446 moves
AdvisorFromToTypeLeftRegistered
Gordon HassenplugCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Michael David KlineBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Henry Paul RenardInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
April Michelle SullivanPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Elias Franchesco VeraDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Scott Richard KidwellBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Philip S. LawrenceInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
John Joseph PtakGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Brian Joshua JacobsRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
John David SchumanBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
William Giles BeamerDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Michael A BenoitGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Carl Michael RosenfeldRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 3, 2022
Anna E. DiazDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Allison Anne LyonsStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Steven Robinson RehmusPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
John P MchughBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 17, 2022
Michael Randall PhelpsCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Todd B YoungsCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 1, 2025 (642 d)
Bryan Robert BladesRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 3, 2022
Amy Lynn PowellCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 14, 2022
Robinder Singh SagguCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Gregory James WaltersCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 14, 2022
Brett Ryan PernicanoDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Konstantin BystritskyCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Aaron Timothy ArmstrongBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Grant Allan WebsterDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Christopher Stanley BartkowskiBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Sital RahmanStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Zachary Aaron HerlickPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Justin Rodman MandlyPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Casey Zistel ShureRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Sonia BrinkmanBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Austin Dodge HogganRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Christopher Ryan JayCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 14, 2022
Steven CantilloCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Adrian SanchoInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Kc Richard CorkeryPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Alexander Harrison KellerSurevest Private Wealth independent RIACorient independent RIARIA to RIAMar 31, 2023Apr 18, 2024 (384 d)
Jeffrey Nmn LinPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Matthew Robert UllmerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
John Michael PetersDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Andrew R LundinCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 14, 2022
Kayla Alexandra TolunayStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Michael J FinkelKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Brian Nmi MunozCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Jun GuStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Chad Albert JaffeeKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Richard ChestertonInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Robert Kent MaddockInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Jeremy WittenbergKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Matthew Ross AdamsDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Boris D YuKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Michael S BrownDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Michael Nowlan StraussDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Jacob Thomas ErlendsonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Jeffrey Michael GohslerDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Kendrick Akira UyedaDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Jamie April BondBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Erik Henry NelsonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
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