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 Brown Advisory

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
Reed Robert HurtBernhardt Wealth Management, Inc. independent RIABrown Advisory independent RIARIA to RIAJun 25, 2018Jul 31, 2018 (36 d)
Teague Regan AveyHeritage Wealth Advisors otherBrown Advisory otherOtherJan 11, 2017Jan 18, 2017
Rupal K MasterSandpiper Capital, LLC otherBrown Advisory otherOtherApr 21, 2016May 10, 2016
Christopher Wayne RusbuldtDavenport & Company LLC otherBrown Advisory otherOtherOct 18, 2011Aug 7, 2012 (294 d)
Jean Bailey LoganSandpiper Capital, LLC otherBrown Advisory otherOtherMar 21, 2011Apr 1, 2011
Rose Miller BennetchBb&T Asset Management, Inc. unclassifiedBrown Advisory otherOtherOct 27, 2010Mar 19, 2012 (509 d)
Christopher Laubach McleanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrown Advisory otherOtherJun 17, 2010Jun 14, 2010
Eric Scott JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrown Advisory otherOtherJun 14, 2010Jun 14, 2010
Robert Justin FultonStrategic Advisers LLC national BDBrown Advisory otherOtherJul 23, 2004Nov 14, 2008 (1575 d)
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9 moves match.