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 Osborne Partners

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
Zachary Joseph RieraTeam Hewins, LLC independent RIAOsborne Partners independent RIARIA to RIAMar 2, 2026Mar 2, 2026
Melissa Kathryn JonesJordan Park Group LLC independent RIAOsborne Partners independent RIARIA to RIAMar 22, 2024Mar 23, 2026 (731 d)
Alexandra Ochev SandbergThreadline Wealth independent RIAOsborne Partners independent RIARIA to RIAFeb 29, 2024Apr 23, 2024 (54 d)
Aaron Michael SzagerSummitry, LLC independent RIAOsborne Partners independent RIARIA to RIAJul 1, 2022Aug 1, 2022 (31 d)
Thomas Anthony PiroBakeravenue independent RIAOsborne Partners independent RIARIA to RIAApr 20, 2021Apr 19, 2021
Vincent Ronald GimarelliMercer Global Advisors Inc. independent RIAOsborne Partners independent RIARIA to RIADec 31, 2020Feb 8, 2021 (39 d)
Jason Patrick RodnickRaub Brock Capital Management, LP mixed wealthOsborne Partners independent RIARIA to RIANov 6, 2018Nov 14, 2018
Lia Whisler SearaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsborne Partners otherOtherJan 25, 2018Feb 8, 2018
Joseph Martin ConachyDirectional Financial Services otherOsborne Partners independent RIAOtherDec 15, 2017May 11, 2020 (878 d)
Nickolas Rene PrietoBrouwer & Janachowski, LLC otherOsborne Partners otherOtherNov 10, 2017Nov 8, 2017
Karen Joy McmillanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsborne Partners otherOtherMar 21, 2017Apr 11, 2017
Daniel Manes HautMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsborne Partners otherOtherJul 30, 2013Aug 5, 2013
Judith Nobue HirotakaUsaa Financial Planning Services no RAUMOsborne Partners otherOtherMay 1, 2013May 8, 2013
Paul Gerson ResnickAkj Asset Management, LLC otherOsborne Partners otherOtherMar 15, 2013Apr 8, 2013
William Frederick PedersenAdvanced Equities, Inc. otherOsborne Partners otherOtherMar 6, 2012May 2, 2012 (57 d)
Ronny InnigerReilly Financial Advisors otherOsborne Partners otherOtherAug 9, 2011Dec 14, 2011 (127 d)
Scott Thomas SchleicherFisher Investments otherOsborne Partners otherOtherApr 20, 2011Dec 15, 2011 (239 d)
Steve Salvatore CaltagironeMillie Capital Management LLC otherOsborne Partners otherOtherJun 3, 2010Mar 23, 2011 (293 d)
Charles Joseph ElseStone & Youngberg LLC otherOsborne Partners otherOtherOct 15, 2007Jun 3, 2011 (1327 d)
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19 moves match.