DFX Intelligence
Advisor moves
Arrivals at Cerity Partners 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.
481 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William G. Speciale | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Evan Phillips Kaplan | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Janie Marie Monroe | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Samuel Afari-Aikins | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Jan 11, 2022 |
| Anne Pulliam Johnston | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Jack Hall Scaff | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Debbie Kay Shaug | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Christopher K I Akamine | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Rita W Lee | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Reed Aaron Nothwang | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 10, 2022 |
| Steven L Ramirez | Brouwer & Janachowski, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 1, 2025 (1094 d) |
| Kent Mark Forkner | First Trust Direct Indexing mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Dec 31, 2021 | Feb 8, 2022 (39 d) |
| Colleen Sue Breit-Supran | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 15, 2021 | Nov 17, 2021 |
| Minnie Yao Sanford | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Richard Eric Long | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Jennifer Lynn Ellison | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Roberta Ruby Mendoza | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Feb 9, 2022 (100 d) |
| Kevin Donald Dorwin | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Scott D Toomasson | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Michelle Espiritu Soto | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Aaron Paul Waxman | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 2, 2021 |
| Eric C Chang | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Jan 1, 2025 (1157 d) |
| Leann Shea | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Feb 9, 2022 (100 d) |
| Joel R Demaria | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Sherman Solis Salangad | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Feb 9, 2022 (100 d) |
| Sean Peter Angelis | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Myles Andrew Vanderweele | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Peter Moon Yoon | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Shelby Stahr | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Garrett Ames Gillett | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Emily Taken-Vertz | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Nov 3, 2021 |
| Andy Zhen Jie Lin | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Feb 9, 2022 (100 d) |
| Adam Jay Battat | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 1, 2021 | Feb 9, 2022 (100 d) |
| David Lee Beatty | First Trust Direct Indexing mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Sep 20, 2021 | Feb 8, 2022 (141 d) |
| Michael R O'Brien | Citizens Private Wealth independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 17, 2021 | Jun 26, 2025 (1378 d) |
| Jeremy Isaac Robbins | Frontier Wealth Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Aug 17, 2021 | Feb 8, 2022 (175 d) |
| Joshua Israel Berdet | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Jun 1, 2021 | Jan 1, 2025 (1310 d) |
| Allen Kozel | Envoy Advisory Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 10, 2021 | May 12, 2021 |
| Douglas A Bonaquist | UBS Financial Services Inc. wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Mar 30, 2021 | May 11, 2021 (42 d) |
| Matthew Warren Heath | Cabot Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 15, 2021 | Nov 2, 2021 (232 d) |
| Joseph Fraser | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2021 | Dec 24, 2025 (1763 d) |
| Isabel Rosen Scharmer | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 23, 2021 |
| Justin Joseph Dumouchelle | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 23, 2021 |
| Drew Louis Kootman | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 23, 2021 |
| Emily J. Lynch | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 3, 2021 |
| Sawyer T Rothmann | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 23, 2021 |
| Michael D Keating | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 23, 2021 |
| Michael Syer | Bainco International Investors LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Feb 4, 2021 | Feb 3, 2021 |
| Jake Peter Clemens | Beacon Trust independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Jan 28, 2021 | Feb 8, 2021 |
| George Taylor Hubbard | Algonquin Advisors LLC mixed wealth | Cerity Partners LLC mixed wealth | RIA to RIA | Dec 7, 2020 | Dec 1, 2020 |
| John Allen Hyman | Algonquin Advisors LLC mixed wealth | Cerity Partners LLC mixed wealth | RIA to RIA | Dec 7, 2020 | Dec 1, 2020 |
| Matthew J Canner | Algonquin Advisors LLC mixed wealth | Cerity Partners LLC mixed wealth | RIA to RIA | Dec 7, 2020 | Dec 1, 2020 |
| Constance Thayer Walker | Algonquin Advisors LLC mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Dec 7, 2020 | Apr 15, 2024 (1225 d) |
| Patrick Joseph Tobin | Nicholas Co Inc asset manager | Cerity Partners LLC mixed wealth | Other | Nov 16, 2020 | Mar 3, 2020 |
| Elizabeth Beaumont Dawson | Worldview Wealth Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 10, 2020 | Apr 23, 2025 (1625 d) |
| Andrew Munson Fisher | Worldview Wealth Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Nov 10, 2020 | Nov 9, 2020 |
| Bonnie Suveerachaimontian | Worldview Wealth Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Nov 10, 2020 | Nov 9, 2020 |
| Ryan Thomas Ford | B|O|S independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 29, 2020 | May 7, 2026 (2046 d) |
| Howard Bruce Sussman | Sullivan & Serwitz no RAUM | Cerity Partners LLC independent RIA | Other | Sep 3, 2020 | Jan 1, 2025 (1581 d) |
| Eric John Kuehl | Wasmer Schroeder asset manager | Cerity Partners LLC independent RIA | Other | Jul 2, 2020 | Sep 30, 2021 (455 d) |