DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Sei Investments Management Corp

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.

Advisor	From	To	Type	Left	Registered
Roshun Dayananda Pai	Lazard Asset Management LLC other	Sei Investments Management Corp mixed wealth	Other	Aug 24, 2026	Aug 3, 2026
Austin Tyler Warr	Janney Montgomery Scott LLC BD affiliated	Sei Investments Management Corp mixed wealth	Affiliated broker-dealer or bank to independent RIA	Jun 3, 2026	Jun 16, 2026
Macy Ruth Aideloje	Wells Fargo Advisors wirehouse	Sei Investments Management Corp mixed wealth	Wirehouse to independent RIA	May 25, 2026	Jun 2, 2026
Laura Merino Mcdonald	Blackrock Investment Management, LLC asset manager	Sei Investments Management Corp mixed wealth	Other	Apr 17, 2026	Apr 23, 2026
Andrew D Waters	Edward Jones national BD	Sei Investments Management Corp mixed wealth	Affiliated broker-dealer or bank to independent RIA	Feb 4, 2026	Feb 27, 2026
Paul Andrew Lehman	Dimensional Fund Advisors LP asset manager	Sei Investments Management Corp mixed wealth	Other	Jan 13, 2026	Jan 16, 2026
Eric D Tollefson	Northwestern Mutual Investment Services,LLC no RAUM	Sei Investments Management Corp mixed wealth	Other	Dec 10, 2025	Mar 13, 2026 (93 d)
Tyler Joseph Magie	Capital Client Group, Inc. no RAUM	Sei Investments Management Corp mixed wealth	Other	Sep 7, 2025	Sep 10, 2025
Robert M Hum	Blackrock Investment Management, LLC other	Sei Investments Management Corp mixed wealth	Other	Jun 24, 2025	Aug 29, 2025 (66 d)
Stanley Sroufe Barnes	Cutler Investment Group independent RIA	Sei Investments Management Corp mixed wealth	RIA to RIA	May 26, 2025	Jun 30, 2025 (35 d)
Robert T Eckrote	Blackrock Investment Management, LLC other	Sei Investments Management Corp mixed wealth	Other	Apr 10, 2025	Feb 25, 2026 (321 d)
Melissa Gaye Albanese	Osaic Wealth, Inc. BD affiliated	Sei Investments Management Corp mixed wealth	Affiliated broker-dealer or bank to independent RIA	Apr 2, 2025	Jul 16, 2026 (470 d)
Andreas Jozea Papadourakis	J.P. Morgan Securities LLC wirehouse	Sei Investments Management Corp mixed wealth	Wirehouse to independent RIA	Feb 14, 2025	Jun 18, 2026 (489 d)
Tigran Hovhannes Muradyan	Centura Wealth Advisory independent RIA	Sei Investments Management Corp other	Other	Aug 27, 2024	Oct 9, 2024 (43 d)
Michael Farrin Lane	Blackrock Investment Management, LLC other	Sei Investments Management Corp other	Other	Aug 12, 2024	Sep 24, 2024 (43 d)
Nathaniel Jermaine Poole	Morningstar Investment Services LLC independent RIA	Sei Investments Management Corp mixed wealth	RIA to RIA	May 29, 2024	Jun 5, 2025 (372 d)
Shedrick Deangelo Crawford	Voya Financial Advisors, Inc. BD affiliated	Sei Investments Management Corp other	Other	Mar 27, 2024	Apr 2, 2024
Thomas Jon Piazzi	Orion Portfolio Solutions, LLC BD affiliated	Sei Investments Management Corp other	Other	Feb 29, 2024	Oct 24, 2024 (238 d)
Tatiana Cristina Parave Eckel	Charles Schwab & Co., Inc. national BD	Sei Investments Management Corp other	Other	Feb 15, 2024	Jan 25, 2024
Timothy James Black	Fiducient Advisors LLC mixed wealth	Sei Investments Management Corp other	Other	Jan 29, 2024	Jan 4, 2024
Ryan Cavanagh	Equitable Advisors, LLC national BD	Sei Investments Management Corp other	Other	Dec 12, 2023	Jan 3, 2024
Keith Edward Brennan	Brighton Jones LLC independent RIA	Sei Investments Management Corp other	Other	Oct 20, 2023	Nov 14, 2023
Tyler Andrew Cashiola	Capital Client Group, Inc. no RAUM	Sei Investments Management Corp other	Other	Oct 17, 2023	Nov 15, 2023
Christopher James Doran	Invesco Advisers, Inc. asset manager	Sei Investments Management Corp other	Other	Oct 11, 2023	Nov 22, 2023 (42 d)
Robert F Burchetta	Morgan Stanley wirehouse	Sei Investments Management Corp other	Other	Oct 4, 2023	Nov 13, 2023 (40 d)
Alice Ann Heath	Horizon Investments LLC asset manager	Sei Investments Management Corp other	Other	Sep 21, 2023	Oct 2, 2023
Gary Steven Deoliveira	Avantax Advisory Services BD affiliated	Sei Investments Management Corp other	Other	Aug 31, 2023	Aug 31, 2023
Erik Michael Hardin	Orion Portfolio Solutions, LLC BD affiliated	Sei Investments Management Corp other	Other	Jul 21, 2023	Aug 4, 2023
James Francis Agasar	Meeder Advisory Services, Inc. independent RIA	Sei Investments Management Corp other	Other	Jun 28, 2023	Jan 8, 2024 (194 d)
Ryan Paul Lestrange	Orion Portfolio Solutions, LLC BD affiliated	Sei Investments Management Corp other	Other	Jun 5, 2023	Aug 14, 2023 (70 d)
Darren Chen	Florida Financial Advisors, LLC BD affiliated	Sei Investments Management Corp other	Other	Dec 14, 2022	Feb 7, 2023 (55 d)
Jorge Andres Kuri	Janney Montgomery Scott LLC BD affiliated	Sei Investments Management Corp other	Other	Nov 15, 2022	Dec 6, 2022
Julie Lynn Seifert	Lincoln Investment independent RIA	Sei Investments Management Corp other	Other	Oct 10, 2022	Oct 20, 2022
Thomas Peter Pileggi	Orion Portfolio Solutions, LLC independent RIA	Sei Investments Management Corp other	Other	Sep 1, 2022	Oct 27, 2022 (56 d)
Alexander Roman Deciantis	Orion Portfolio Solutions, LLC independent RIA	Sei Investments Management Corp other	Other	Sep 1, 2022	Oct 13, 2022 (42 d)
Edward Connor Millay	Orion Portfolio Solutions, LLC independent RIA	Sei Investments Management Corp other	Other	Sep 1, 2022	Oct 26, 2022 (55 d)
Karina Bianca Bayani Dahilig	Badgley Phelps Wealth Managers independent RIA	Sei Investments Management Corp other	Other	Jul 5, 2022	Jul 8, 2022
Francis William Sedgwick	Bny Mellon Advisors, Inc. independent RIA	Sei Investments Management Corp other	Other	Jun 29, 2022	Apr 20, 2023 (295 d)
Samuel Matthew Politte	Saxony Capital Management, LLC independent RIA	Sei Investments Management Corp other	Other	Jun 6, 2022	Jun 9, 2022
Gabriel Garcia	Cresset Asset Management, LLC independent RIA	Sei Investments Management Corp other	Other	May 5, 2022	May 13, 2022
Andrew Charles Roth	United Planners' Financial Services Of America A Limited Partner independent RIA	Sei Investments Management Corp other	Other	May 4, 2022	Jun 1, 2022
Timothy Alan O'Leary	Raymond James Financial Services Advisors, Inc BD affiliated	Sei Investments Management Corp other	Other	Feb 22, 2022	Mar 30, 2022 (36 d)
John Frank Sarbello	Empower Advisory Group, LLC other	Sei Investments Management Corp other	Other	Aug 20, 2021	Sep 1, 2021
Anna Kim	Grove Point Advisors, LLC BD affiliated	Sei Investments Management Corp other	Other	May 28, 2021	Jan 25, 2022 (242 d)
Regan Wall	Saxony Capital Management, LLC independent RIA	Sei Investments Management Corp other	Other	May 19, 2021	Mar 31, 2022 (316 d)
Samuel Shober Stroud	Florida Financial Advisors, LLC BD affiliated	Sei Investments Management Corp other	Other	May 18, 2021	Jun 15, 2021
Mariame Kouyate	Bny Mellon Advisors, Inc. independent RIA	Sei Investments Management Corp other	Other	Mar 22, 2021	Apr 26, 2021 (35 d)
Victor J Alfieri	LPL Financial LLC BD affiliated	Sei Investments Management Corp other	Other	Dec 21, 2020	Jun 9, 2021 (170 d)
Robert Lawson Ainsworth	Securian Financial Services, Inc. BD affiliated	Sei Investments Management Corp other	Other	Nov 9, 2020	Aug 16, 2022 (645 d)
Michael Scott Games	Ross, Sinclaire & Associates, LLC independent RIA	Sei Investments Management Corp other	Other	Jun 15, 2020	Jul 8, 2020
Jennifer Jean Steele	Huntington Steele LLC independent RIA	Sei Investments Management Corp asset manager	Other	Dec 31, 2019	Jan 29, 2020
Joseph Rosario Canestro	Td Ameritrade, Inc. no RAUM	Sei Investments Management Corp asset manager	Other	Sep 11, 2019	Nov 6, 2019 (56 d)
Benedict O. Obaze	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Sei Investments Management Corp asset manager	Other	Sep 3, 2019	Sep 4, 2019
John Mcdermott	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Sei Investments Management Corp asset manager	Other	May 31, 2019	Jun 5, 2019
Andrew Charles Quintois	Securian Financial Services, Inc. BD affiliated	Sei Investments Management Corp asset manager	Other	Mar 19, 2019	May 8, 2019 (50 d)
Aaron Roger Mcinerney	Hightower Private Client independent RIA	Sei Investments Management Corp other	Other	Jul 26, 2018	Mar 29, 2023 (1707 d)
Catherine Elise Bock	Hirtle & Co., LLC other	Sei Investments Management Corp other	Other	Mar 30, 2016	Apr 7, 2016
Seamus Thomas Obrien	Bny Mellon Advisors, Inc. other	Sei Investments Management Corp other	Other	Oct 6, 2015	Jun 9, 2022 (2438 d)
William Lee Kieran	Curian Capital, LLC other	Sei Investments Management Corp other	Other	Sep 15, 2015	Sep 21, 2015
Holt Patrick Fogarty	Curian Capital, LLC other	Sei Investments Management Corp other	Other	Sep 15, 2015	Mar 23, 2016 (190 d)

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98 moves match.