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 Fort Washington Investment Advisors 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
Laura Elizabeth FarroUBS Financial Services Inc. wirehouseFort Washington Investment Advisors Inc institutionalOtherOct 10, 2024Jun 3, 2025 (236 d)
Tracey Marie StofaMorgan Stanley wirehouseFort Washington Investment Advisors Inc otherOtherAug 2, 2022Nov 14, 2022 (104 d)
Neal Gregg DavisBuckingham Capital Management, Inc. independent RIAFort Washington Investment Advisors Inc institutionalOtherSep 28, 2021Jan 25, 2022 (119 d)
Adam Davis MortonMariner Wealth Advisors otherFort Washington Investment Advisors Inc institutionalOtherMar 10, 2017Aug 27, 2018 (535 d)
Katherine Nancy OwensU.S. Bancorp Investments, Inc. otherFort Washington Investment Advisors Inc otherOtherSep 27, 2016Nov 29, 2016 (63 d)
Carl Andrew AdkinsU.S. Bancorp Investments, Inc. otherFort Washington Investment Advisors Inc otherOtherSep 27, 2016Nov 29, 2016 (63 d)
Jeffrey Louis PettifordWilliam Blair & Company L.L.C. otherFort Washington Investment Advisors Inc institutionalOtherSep 5, 2013Aug 16, 2020 (2537 d)
Kate Cardillo BrownDavis Wealth Management otherFort Washington Investment Advisors Inc otherOtherJun 20, 2011Sep 9, 2015 (1542 d)
William Thomas SenaOsborn Rohs Williams & Donohoe, LLC otherFort Washington Investment Advisors Inc otherOtherJan 4, 2010Jun 3, 2013 (1246 d)
Barry Douglas PavloNatcity Investments, Inc. unclassifiedFort Washington Investment Advisors Inc otherOtherJun 30, 2009Jun 2, 2017 (2894 d)
Michele E HargisCitigroup Global Markets Inc. otherFort Washington Investment Advisors Inc institutionalOtherMay 21, 2004Jun 16, 2026 (8061 d)
Richard James PerryFeg otherFort Washington Investment Advisors Inc otherOtherAug 12, 2003Jan 26, 2005 (533 d)
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12 moves match.