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 Churchill Management Group

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
William Scott AbramCharles Schwab & Co., Inc. national BDChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2024Jul 25, 2024
Joshua Ray LawsonCharles Schwab & Co., Inc. national BDChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2024Feb 21, 2024
Bryan Matthew BachZacks Investment Management, Inc. mixed wealthChurchill Management Group independent RIARIA to RIAAug 10, 2023Oct 2, 2023 (53 d)
Joseph Peter MaglioCharles Schwab & Co., Inc. national BDChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2022Jan 3, 2023
Hannah Lynne Santa CruzInvestment Management Group otherChurchill Management Group independent RIAOtherSep 26, 2022Sep 12, 2022
Garrett GroveCharles Schwab & Co., Inc. national BDChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2022Mar 24, 2022
Jeffrey G DarienOppenheimer & Co. Inc. BD affiliatedChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2021Feb 1, 2021
Robert Blake CecilAdvice And Planning Services BD affiliatedChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2019Mar 18, 2019
Richard John MazzolaTd Ameritrade Investment Management, LLC independent RIAChurchill Management Group independent RIARIA to RIAFeb 1, 2019Jan 28, 2019
Simon Y ChungAmeriprise Financial Services, LLC national BDChurchill Management Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2018Aug 30, 2018 (66 d)
Randy Gene IcklerTd Ameritrade, Inc. no RAUMChurchill Management Group independent RIAOtherJun 22, 2018Jun 26, 2018
John Connor McchesneyCharles Schwab & Co., Inc. national BDChurchill Management Group otherOtherJun 9, 2017Jun 9, 2017
Matthew John AndersonTd Ameritrade Investment Management, LLC otherChurchill Management Group otherOtherJun 1, 2017Jun 7, 2017
Joseph Dennis MclaughlinFisher Investments otherChurchill Management Group otherOtherDec 27, 2016Dec 19, 2016
David Nelson LundquistBeta Wealth Group, Inc otherChurchill Management Group otherOtherJul 6, 2016Oct 14, 2016 (100 d)
Nicholas Jon DewsnapJ.P. Morgan Securities LLC wirehouseChurchill Management Group otherOtherApr 28, 2016Apr 29, 2016
Maximus Xuan NguyenBancwest Investment Services, Inc. (Bwis) otherChurchill Management Group otherOtherMar 25, 2016Oct 31, 2016 (220 d)
Peter John HenryHolly Street Wealth Advisors otherChurchill Management Group otherOtherMar 15, 2016Mar 29, 2016
Tammy Talya BilladeauSagepoint Financial, Inc. otherChurchill Management Group otherOtherOct 7, 2015Oct 19, 2015
Jason P MagnottiStrategic Advisers LLC national BDChurchill Management Group otherOtherSep 23, 2015Oct 1, 2015
Patrick Louis KinneyCheck Capital Management Inc otherChurchill Management Group otherOtherAug 31, 2015Sep 2, 2015
Ali KavianianCreative Planning otherChurchill Management Group otherOtherJun 16, 2015Aug 5, 2015 (50 d)
Brendan Maurice ReidyUBS Financial Services Inc. wirehouseChurchill Management Group otherOtherMay 11, 2015Aug 17, 2017 (829 d)
Janet Uyen DuongPruco Securities, LLC otherChurchill Management Group independent RIAOtherJul 11, 2014Apr 17, 2021 (2472 d)
Scott Matthew PerkinsCetera Advisor Networks LLC otherChurchill Management Group otherOtherFeb 18, 2014Feb 28, 2014
Garrett Michael AlabadoThe Milwaukee Company otherChurchill Management Group otherOtherJan 16, 2014Jan 21, 2014
David Jay WeismanBeaumont Financial Partners LLC otherChurchill Management Group otherOtherDec 2, 2013Oct 6, 2014 (308 d)
Matthew Richard ArberFisher Investments otherChurchill Management Group otherOtherOct 29, 2013Oct 14, 2013
Jason ShimkosFisher Investments otherChurchill Management Group otherOtherJun 26, 2013May 18, 2015 (691 d)
Michael Anthony CarboneFisher Investments otherChurchill Management Group otherOtherApr 4, 2013Apr 2, 2013
Emmanuel RomasantaFisher Investments otherChurchill Management Group otherOtherJun 6, 2012Aug 24, 2012 (79 d)
John Bradley RodgersTd Ameritrade Investment Management, LLC otherChurchill Management Group otherOtherMar 20, 2012Mar 5, 2012
Anthony Vincent PressimoneTd Ameritrade, Inc. no RAUMChurchill Management Group otherOtherFeb 21, 2012Oct 8, 2013 (595 d)
Wayne Lewis BarberTd Ameritrade Investment Management, LLC otherChurchill Management Group otherOtherJan 11, 2011Feb 25, 2011 (45 d)
Nicholas George RadtkeCharles Schwab & Co., Inc. national BDChurchill Management Group otherOtherApr 29, 2010Apr 29, 2010
Kathryn SwainFederated Investment Counseling otherChurchill Management Group otherOtherAug 18, 2008Apr 13, 2010 (603 d)
Michael Jeff GlozerTd Ameritrade Investment Management, LLC otherChurchill Management Group otherOtherApr 16, 2008Apr 16, 2008
Ryan Michael MurphyCharles Schwab & Co., Inc. national BDChurchill Management Group otherOtherJan 25, 2006Apr 17, 2006 (82 d)
Bryan Joseph TurnbowFisher Investments otherChurchill Management Group otherOtherJun 9, 2005Jun 17, 2005
Griffin George MeyersTd Ameritrade, Inc. no RAUMChurchill Management Group otherOtherSep 27, 2004Dec 6, 2004 (70 d)
Juelmarie Trueworthy MorganCharles Schwab & Co., Inc. national BDChurchill Management Group otherOtherAug 18, 2004Dec 2, 2004 (106 d)
Terrence Patrick GearyA. G. Edwards & Sons, Inc. unclassifiedChurchill Management Group otherOtherAug 12, 2004Aug 25, 2004
Jeffrey Todd DodsonTd Ameritrade, Inc. no RAUMChurchill Management Group otherOtherApr 27, 2004Mar 3, 2005 (310 d)
Antonio RamirezTd Ameritrade, Inc. no RAUMChurchill Management Group otherOtherApr 21, 2004Aug 12, 2004 (113 d)
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44 moves match.