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 Ensemble Capital Management, 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 |
|---|---|---|---|---|---|
| John Yo Han Kim | Asset Dedication, LLC independent RIA | Ensemble Capital Management, LLC independent RIA | RIA to RIA | May 9, 2023 | Jun 7, 2023 |
| Juwon B. Hill | Ghp Investment Advisors Inc independent RIA | Ensemble Capital Management, LLC independent RIA | RIA to RIA | Jan 22, 2021 | Feb 3, 2021 |
| Elizabeth Lawrence Revenko | Wealthspire Advisors independent RIA | Ensemble Capital Management, LLC independent RIA | RIA to RIA | Apr 22, 2020 | Oct 20, 2020 (181 d) |
| Shilpa Girish Andalkar | Brio Financial Group independent RIA | Ensemble Capital Management, LLC independent RIA | RIA to RIA | Jun 1, 2018 | Jun 18, 2018 |
| Michael Ronald Navone | Sage Advisory Services Ltd Co other | Ensemble Capital Management, LLC independent RIA | Other | Jun 12, 2017 | Jun 20, 2018 (373 d) |
| Paul Lambert Perrino | Parkside Advisors LLC other | Ensemble Capital Management, LLC other | Other | Mar 25, 2016 | Mar 28, 2016 |
| Ludovic Pierre Thomasson | Lnw other | Ensemble Capital Management, LLC other | Other | Jun 16, 2014 | Jun 5, 2014 |
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7 moves match.