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 Badgley Phelps Wealth Managers

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
Edwin James SondgrothBrighton Jones LLC independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAFeb 5, 2021Feb 23, 2021
Megan Elizabeth WileyThreadline Wealth independent RIABadgley Phelps Wealth Managers independent RIARIA to RIANov 5, 2019Nov 18, 2019
Emily Kay KoppColdstream Wealth Management independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAApr 18, 2018Nov 14, 2018 (210 d)
Alicia Francine SingerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBadgley Phelps Wealth Managers otherOtherMar 1, 2016Mar 28, 2016
Victoria Marie BestAmeriprise Financial Services, LLC national BDBadgley Phelps Wealth Managers otherOtherSep 1, 2015Jun 24, 2016 (297 d)
Jeffrey Mark WaltersAmeriprise Financial Services, LLC national BDBadgley Phelps Wealth Managers otherOtherMay 28, 2015Jul 29, 2015 (62 d)
Janet Maria WelcherParagon Investment Management Inc otherBadgley Phelps Wealth Managers otherOtherAug 10, 2012Sep 14, 2012 (35 d)
Julie Louise Parisio RoyCitigroup Global Markets Inc. otherBadgley Phelps Wealth Managers otherOtherJan 16, 2004Apr 1, 2004 (76 d)
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8 moves match.