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 Loomis, Sayles & Company, L.P.

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.

AdvisorFromToTypeLeftRegistered
Michael Patrick ReidyThrivent Investment Management Inc. BD affiliatedLoomis, Sayles & Company, L.P. otherOtherApr 6, 2024Jan 15, 2026 (649 d)
Mary Beth MassillonJohn Hancock Investment Management LLC asset managerLoomis, Sayles & Company, L.P. otherOtherSep 5, 2023Oct 26, 2023 (51 d)
Kelly Anne DavidsonInvesco Advisers, Inc. asset managerLoomis, Sayles & Company, L.P. otherOtherNov 7, 2022Dec 21, 2022 (44 d)
Michael Charles SkurkaAmerican Beacon Advisors, Inc. otherLoomis, Sayles & Company, L.P. otherOtherJul 8, 2022Dec 16, 2022 (161 d)
Colleen Marie DenzlerSmith Capital Investors, LLC asset managerLoomis, Sayles & Company, L.P. otherOtherApr 19, 2022Oct 4, 2022 (168 d)
Sean Christopher KennedyMorgan Stanley wirehouseLoomis, Sayles & Company, L.P. otherOtherSep 30, 2019Feb 7, 2020 (130 d)
Kathleen Horigan O'MalleyBainco International Investors LLC independent RIALoomis, Sayles & Company, L.P. otherOtherMay 17, 2019Sep 9, 2021 (846 d)
Christopher Donald MorgenRobert W. Baird & Co. Incorporated otherLoomis, Sayles & Company, L.P. otherOtherAug 25, 2017Oct 31, 2018 (432 d)
Katherine Elizabeth PhillipsWellesley Asset Management, Inc. otherLoomis, Sayles & Company, L.P. otherOtherApr 30, 2015Feb 6, 2017 (648 d)
Jeffrey Michael SchwartzPalisade Capital Management, LP otherLoomis, Sayles & Company, L.P. otherOtherMar 19, 2012May 23, 2012 (65 d)
Kristen L DoyleWells Fargo Advisors wirehouseLoomis, Sayles & Company, L.P. otherOtherFeb 1, 2012Feb 22, 2012
Brian Michael HobinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLoomis, Sayles & Company, L.P. otherOtherSep 16, 2011Dec 16, 2011 (91 d)
Michael William DicksonManning & Napier Advisory Advantage Company, LLC otherLoomis, Sayles & Company, L.P. otherOtherOct 24, 2008Dec 8, 2009 (410 d)
Michael Edgar ShadeColumbia Management Advisors, Inc. unclassifiedLoomis, Sayles & Company, L.P. otherOtherSep 9, 2004Feb 1, 2006 (510 d)
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14 moves match.