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 Brighton Jones 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 |
|---|---|---|---|---|---|
| Pablo Ramon Ochoa | Fisher Investments independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 20, 2026 | Jun 24, 2026 |
| Robert Joseph Bennett | Round Rock Advisors LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | May 18, 2026 | Jun 5, 2026 |
| Michael James Kreza | Northcoast Asset Management LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | May 13, 2026 | Jun 5, 2026 |
| Mitchell Alban Kotheimer | Independence Wealth Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Apr 28, 2026 | May 9, 2026 |
| Renee Elisabeth Marinez | Lifeworks Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Apr 16, 2026 | Dec 9, 2025 |
| Jackson Fitzgerald Oreilly | Charles Schwab & Co., Inc. national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2026 | Apr 3, 2026 |
| Wilson Timothy Reece | Hb Wealth independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Apr 2, 2026 | Apr 20, 2026 |
| Luke Davis Ray | Hightower Advisors, LLC BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Jan 21, 2026 |
| Matthew David Kirby | Cerity Partners LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Aug 26, 2025 | Sep 30, 2025 (35 d) |
| Maximilian John Arms | Freestone Capital Management, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | May 29, 2025 | Jun 12, 2025 |
| Nicolas Good | Connecticut Wealth Management, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | May 1, 2025 | Jun 3, 2025 (33 d) |
| John Zhang | Beacon Pointe Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Apr 29, 2025 | Apr 3, 2026 (339 d) |
| Brandon Michael Curley | Charles Schwab & Co., Inc. national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2025 | May 1, 2025 |
| Cole Davis Bender | Strategic Advisers LLC national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2025 | Dec 10, 2025 (247 d) |
| Elise Paz | Schwab Wealth Advisory, Inc. no RAUM | Brighton Jones LLC independent RIA | Other | Apr 5, 2025 | May 27, 2025 (52 d) |
| Anthony John Rocchio | Ameriprise Financial Services, LLC national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2025 | Apr 2, 2025 |
| Daniel Matthew Moore | Savvy independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Mar 20, 2025 | Mar 25, 2025 |
| Tara N Oconnell | Ballentine Partners independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jan 24, 2025 | Apr 10, 2025 (76 d) |
| Christopher L Moreton | Usi Securities, Inc. no RAUM | Brighton Jones LLC independent RIA | Other | Oct 4, 2024 | Oct 22, 2024 |
| Daniel J Browne | Sagespring Wealth Partners independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Sep 24, 2024 | Jul 31, 2024 |
| Brian Arnold Hickox | Q3 Advisors, LLC no RAUM | Brighton Jones LLC independent RIA | Other | Aug 1, 2024 | Jul 8, 2025 (341 d) |
| Hinnah Daryani | Vanguard Advisers, Inc. BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2024 | Jul 1, 2024 |
| Brian Walter Morton | Evensky & Katz/Foldes Wealth Management independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Aug 31, 2023 | Oct 11, 2023 (41 d) |
| Mattia Louise Anderson | Vanguard Advisers, Inc. BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2023 | Jul 18, 2023 |
| John Shelby Clements | Maslow Wealth Advisors independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Feb 1, 2023 | Jan 31, 2023 |
| Matthew William Kelley | Merriman independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jan 2, 2023 | Jan 31, 2023 |
| Patrick Dominic Melvin | Vanguard Advisers, Inc. BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Feb 17, 2023 (48 d) |
| Stephen O'Dell | Carnadh Saibhris unclassified | Brighton Jones LLC independent RIA | Other | Nov 9, 2022 | Aug 4, 2022 |
| Laura A. Hearn | J.P. Morgan Securities LLC wirehouse | Brighton Jones LLC independent RIA | Wirehouse to independent RIA | Oct 9, 2022 | Nov 15, 2022 (37 d) |
| Andrew Morgan Richardson | Monument Group Wealth Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Aug 23, 2022 | Oct 12, 2022 (50 d) |
| Celia Tanya Meagher | Morton Wealth independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 5, 2022 | Apr 29, 2025 (1029 d) |
| Sue F Cheung | Morgan Stanley wirehouse | Brighton Jones LLC independent RIA | Wirehouse to independent RIA | Jun 30, 2022 | Oct 8, 2025 (1196 d) |
| Nicholas Neil Gearhart | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2022 | Sep 19, 2022 (108 d) |
| Cari Leamy | Summitry, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Apr 13, 2022 | Nov 16, 2022 (217 d) |
| Laura Lea Kimball | Facet independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Mar 21, 2022 | Mar 23, 2022 |
| Daniel William Neish | Trellis Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Mar 18, 2022 | Mar 23, 2022 |
| David Lee Amiot | Commonwealth Financial Network national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2022 | Mar 23, 2022 |
| Matthew Akira Gale | Charles Schwab & Co., Inc. national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2021 | Jan 20, 2022 (31 d) |
| Jack Joseph Price | Stifel, Nicolaus & Company, Incorporated national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 24, 2021 | Dec 8, 2021 |
| Scott Thomas Moser | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2021 | Oct 14, 2021 |
| Samir A. Rahman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Brighton Jones LLC independent RIA | Wirehouse to independent RIA | Sep 15, 2021 | Oct 19, 2021 (34 d) |
| Kathryn K Mcdonald | Osaic Wealth, Inc. BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2021 | Sep 23, 2021 (36 d) |
| Dale Miles Skogstad | Marquette Wealth Management independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 27, 2021 | Jul 12, 2021 |
| Thaddeus Murray Allen | Fisher Investments independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 15, 2021 | Aug 19, 2021 (35 d) |
| Lillian Hope Irion | Robert W. Baird & Co. Incorporated mixed wealth | Brighton Jones LLC independent RIA | RIA to RIA | Jun 29, 2021 | Sep 2, 2021 (65 d) |
| Jennifer Marie Facini | Ars Wealth Advisors independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jun 16, 2021 | Aug 24, 2021 (69 d) |
| Kaleb T Strawn | Avier Wealth Advisors independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | May 10, 2021 | Jul 7, 2021 (58 d) |
| Pranali Pai Fortini | Edelman Financial Engines mixed wealth | Brighton Jones LLC independent RIA | RIA to RIA | Apr 27, 2021 | Aug 4, 2022 (464 d) |
| Glenn Mcmahon | Charles Schwab & Co., Inc. national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2021 | Jan 29, 2021 |
| Kyle Loren Irion | The Retirement Solution LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Oct 27, 2020 | Mar 9, 2021 (133 d) |
| Michael Remedios | Adero Partners, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Oct 19, 2020 | Nov 13, 2020 |
| Clayton Boone | Austin Asset independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Sep 29, 2020 | Jan 6, 2021 (99 d) |
| Lauren Michelle Mercer | Vanguard Advisers, Inc. BD affiliated | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2020 | Oct 1, 2020 (65 d) |
| Jessica Ruth Seifert | Lockton Investment Advisors, LLC institutional | Brighton Jones LLC independent RIA | Other | Jul 15, 2019 | Oct 30, 2019 (107 d) |
| Myles Joseph Mcmanus | Koss-Olinger Consulting, LLC. independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jun 5, 2019 | Dec 1, 2021 (910 d) |
| Robert John Thompson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Brighton Jones LLC independent RIA | Wirehouse to independent RIA | May 15, 2019 | Jun 27, 2019 (43 d) |
| Tiffany Chiang Stoner | Charles Schwab & Co., Inc. national BD | Brighton Jones LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2019 | Sep 3, 2019 (173 d) |
| Corinne Salera Bedford | Bell Investment Advisors Inc independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Feb 27, 2019 | Jan 1, 2026 (2500 d) |
| Ryan W Bergmann | Mercer Global Advisors Inc. independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jan 23, 2019 | Feb 19, 2019 |
| Conor Joseph Whitney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Brighton Jones LLC independent RIA | Wirehouse to independent RIA | Nov 14, 2018 | Sep 5, 2024 (2122 d) |
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93 moves match.