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 Bradley Foster & Sargent Inc

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
Matthew Russell LandonNapatree Capital LLC independent RIABradley Foster & Sargent Inc independent RIARIA to RIAJul 20, 2026May 23, 2025
Jeffrey Michael LiguoriNapatree Capital LLC independent RIABradley Foster & Sargent Inc independent RIARIA to RIAJul 20, 2026May 23, 2025
Michael Dominick MosesNapatree Capital LLC independent RIABradley Foster & Sargent Inc independent RIARIA to RIAMay 13, 2025May 20, 2025
Aaron Michael SimmonsNapatree Capital LLC independent RIABradley Foster & Sargent Inc independent RIARIA to RIAMay 13, 2025May 20, 2025
David Jack DixonPeople'S United Advisors, Inc. mixed wealthBradley Foster & Sargent Inc independent RIARIA to RIADec 31, 2022Sep 25, 2024 (634 d)
Eugene A DapontePeople'S United Advisors, Inc. mixed wealthBradley Foster & Sargent Inc independent RIARIA to RIAMar 11, 2022Nov 8, 2022 (242 d)
Peter Jay KirschenbaumPeople'S United Advisors, Inc. mixed wealthBradley Foster & Sargent Inc independent RIARIA to RIADec 23, 2021Dec 13, 2021
Charles Savage WillauerRinet Company, LLC independent RIABradley Foster & Sargent Inc independent RIARIA to RIADec 10, 2021Oct 15, 2025 (1405 d)
Alison Gourd CosgroveNew York Life Investment Management LLC otherBradley Foster & Sargent Inc independent RIAOtherApr 10, 2014Feb 10, 2026 (4324 d)
Gregory Michael MillerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBradley Foster & Sargent Inc otherOtherFeb 3, 2011Feb 24, 2011
Rosa Yii-Ching ChenMesirow Financial Investment Management, Inc. otherBradley Foster & Sargent Inc independent RIAOtherJun 2, 2010Sep 21, 2022 (4494 d)
Cameron Horatio BurnsMorgan Stanley & Co. LLC unclassifiedBradley Foster & Sargent Inc otherOtherMay 23, 2006Oct 31, 2011 (1987 d)
Roger Hill ManternachColumbia Management Advisors, Inc. unclassifiedBradley Foster & Sargent Inc otherOtherSep 8, 2004Aug 25, 2011 (2542 d)
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13 moves match.