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 O'Brien Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Christopher Kelley | J.P. Morgan Securities LLC wirehouse | O'Brien Wealth Partners LLC independent RIA | Wirehouse to independent RIA | Jan 12, 2025 | Jul 10, 2025 (179 d) |
| Austin Mitchell Litvak | Boston Advisors, LLC mixed wealth | O'Brien Wealth Partners LLC independent RIA | RIA to RIA | Oct 4, 2019 | Dec 24, 2019 (81 d) |
| Qing Yang | Wells Fargo Advisors wirehouse | O'Brien Wealth Partners LLC independent RIA | Wirehouse to independent RIA | Feb 7, 2019 | Mar 26, 2019 (47 d) |
| Timothy A. Pilczak | Commonwealth Financial Network national BD | O'Brien Wealth Partners LLC other | Other | Feb 3, 2016 | Jan 30, 2017 (362 d) |
| Brian Harlan Waldner | Ballentine Partners other | O'Brien Wealth Partners LLC other | Other | Nov 19, 2013 | Oct 27, 2014 (342 d) |
| Jill Ann Fopiano | Citicorp Investment Services unclassified | O'Brien Wealth Partners LLC other | Other | May 29, 2007 | Nov 27, 2012 (2009 d) |
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6 moves match.