DFX Intelligence
Advisor moves
Arrivals at CorientWhat a move isA 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.
446 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kevin Jesse Mccall | Valic Financial Advisors, Inc. BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2022 | Aug 31, 2026 (1452 d) |
| Riley William Twiss Noonan | Freestone Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Aug 29, 2022 | Aug 2, 2024 (704 d) |
| Douglas Mcmorris Brown | Capital Investment Advisors independent RIA | Corient independent RIA | RIA to RIA | Aug 5, 2022 | Jul 17, 2025 (1077 d) |
| Lauren Jessica Blaney Mcgowan | Charles Schwab & Co., Inc. national BD | Corient BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2022 | May 26, 2023 (368 d) |
| Ryan Patricia Jolly | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | Jan 12, 2022 | Sep 30, 2025 (1357 d) |
| Martim Luis De Arantes Oliveira | Cresset Asset Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 8, 2021 | Apr 17, 2026 (1621 d) |
| Luke Edward Forfar | Equitable Advisors, LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2021 | Jul 8, 2026 (1738 d) |
| Meredith Lynn Farber | UBS Financial Services Inc. wirehouse | Corient independent RIA | Wirehouse to independent RIA | May 24, 2021 | Jan 17, 2023 (603 d) |
| Joshua David Cantor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | Apr 27, 2021 | Jan 17, 2023 (630 d) |
| Jamaal Richard Henry | Park Avenue Securities LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 12, 2020 | May 22, 2024 (1318 d) |
| Alexandra Goodson | RBC Capital Markets, LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2020 | Sep 17, 2025 (1862 d) |
| Jordan Alexander Sieben | Edward Jones national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2020 | Oct 7, 2025 (2009 d) |
| Scott Anthony Maiberger | Nationwide Investment Advisors, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2020 | Jun 19, 2025 (1906 d) |
| David John Shaughnessy | F L Putnam Investment Management Co. independent RIA | Corient independent RIA | RIA to RIA | May 28, 2019 | Aug 3, 2026 (2624 d) |
| Sandeep Kumar Tiwari | Western Research And Management, L.L.C. independent RIA | Corient independent RIA | RIA to RIA | May 2, 2019 | Apr 30, 2026 (2555 d) |
| Gregory Allen Dimarzio | William Blair & Company L.L.C. BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2019 | Jun 4, 2024 (1881 d) |
| Michael Bray | Wells Fargo Advisors wirehouse | Corient independent RIA | Wirehouse to independent RIA | Jul 17, 2018 | Sep 20, 2023 (1891 d) |
| Robert T Ellis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | Jun 5, 2018 | Feb 10, 2023 (1711 d) |
| Amy Cramer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | Apr 5, 2016 | Dec 15, 2025 (3541 d) |
| Nicholas Richard Gaskell | Kraematon Investment Advisors, Inc. other | Corient independent RIA | Other | Nov 18, 2011 | Oct 12, 2022 (3981 d) |
| Shaun Michael Miller | Blackrock Financial Management, Inc other | Corient BD affiliated | Other | Nov 8, 2010 | Jul 7, 2023 (4624 d) |
| Antoinette E Russell | Calibre Advisory Services Inc. unclassified | Corient independent RIA | Other | Apr 22, 2009 | Oct 19, 2022 (4928 d) |
| Edward George Rountree | Citigroup Global Markets Inc. other | Corient independent RIA | Other | Jul 10, 2008 | Nov 10, 2022 (5236 d) |
| Bruce Allen Wimberly | American Century Investment Management Inc other | Corient independent RIA | Other | Jul 21, 2006 | Aug 8, 2023 (6227 d) |
| Alfred Slatten Bryant | Segall Bryant & Hamill other | Corient independent RIA | Other | Jul 15, 2005 | Jun 21, 2024 (6916 d) |
| Samuel Dexter Perry | Dws Investment Management Americas, Inc. other | Corient independent RIA | Other | Aug 13, 2004 | Nov 10, 2022 (6663 d) |
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