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 Bbr Partners, 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.

AdvisorFromToTypeLeftRegistered
Max ScherWells Fargo Advisors wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAFeb 24, 2026Mar 3, 2026
Alyssa Judy ReeseMycio Wealth Partners, LLC independent RIABbr Partners, LLC independent RIARIA to RIAOct 24, 2025Oct 3, 2025
Nishant VyasJ.P. Morgan Securities LLC wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAOct 2, 2025Aug 24, 2026 (326 d)
Matthew Barker CornfieldAlliancebernstein L.P. asset managerBbr Partners, LLC independent RIAOtherJun 6, 2025Feb 13, 2026 (252 d)
Alexander J. YunJ.P. Morgan Securities LLC wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAFeb 2, 2025Jul 6, 2026 (519 d)
Olivier Louis TorchianaIconiq Capital, LLC otherBbr Partners, LLC independent RIAOtherJul 8, 2024Mar 25, 2026 (625 d)
Stephen Charles ColodnyCharles Schwab & Co., Inc. national BDBbr Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 28, 2024May 1, 2024
Stacy Heather HendlerUBS Financial Services Inc. wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAMay 30, 2023Jun 21, 2023
Margaret Elizabeth McneilCharles Schwab & Co., Inc. national BDBbr Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2023Jul 18, 2025 (784 d)
Nicholas KellyUBS Financial Services Inc. wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIASep 22, 2022Sep 28, 2022
Gallagher J GregoryGoldman Sachs Wealth Services, L.P. BD affiliatedBbr Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2022Sep 12, 2022
Jay Milind GokhaleMaslow Wealth Advisors independent RIABbr Partners, LLC independent RIARIA to RIAAug 23, 2022Aug 18, 2022
Jacob A SeideMorgan Stanley wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAMay 23, 2022May 16, 2022
Patrick MchaleConnecticut Wealth Management, LLC independent RIABbr Partners, LLC independent RIARIA to RIASep 8, 2021Sep 14, 2021
Kristina Marie McnamaraRBC Rochdale, LLC BD affiliatedBbr Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2021Aug 12, 2021
Richard Edward NewmanSiebert Advisornxt, LLC. independent RIABbr Partners, LLC independent RIARIA to RIAOct 28, 2020Apr 15, 2021 (169 d)
Stephen Peter CainMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAJun 24, 2019Mar 29, 2021 (644 d)
Ari Jason ShalitMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAJun 12, 2019Mar 24, 2021 (651 d)
Kevin Francis MahonWms Partners, LLC independent RIABbr Partners, LLC independent RIARIA to RIAMar 11, 2019Mar 29, 2021 (749 d)
Elizabeth Rose CilloCapital Bank And Trust Company otherBbr Partners, LLC independent RIAOtherSep 17, 2018Mar 17, 2021 (912 d)
Jordan R KarenMorgan Stanley wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAJun 25, 2018May 5, 2022 (1410 d)
Sean N PezzaMorgan Stanley wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAJun 5, 2017Apr 15, 2021 (1410 d)
Michael Philip WolsonMorgan Stanley wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAJul 30, 2016Mar 29, 2021 (1703 d)
Kevin Michael LutzFisher Investments otherBbr Partners, LLC independent RIAOtherNov 11, 2014Jul 9, 2018 (1336 d)
Sarah Elizabeth NorrisJ.P. Morgan Securities LLC wirehouseBbr Partners, LLC independent RIAWirehouse to independent RIAMay 15, 2012Mar 12, 2019 (2492 d)
Ryan A McdermottCredit Suisse Securities (USA) LLC otherBbr Partners, LLC otherOtherJul 29, 2011Jan 31, 2018 (2378 d)
Gazelle Brown SummeWhv Investments, Inc. otherBbr Partners, LLC independent RIAOtherJun 7, 2011Nov 24, 2021 (3823 d)
Steven David PressmanCommonwealth Financial Network national BDBbr Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2010Mar 30, 2021 (3882 d)
Ryan K PrestonConvergent Wealth Advisors, LLC otherBbr Partners, LLC independent RIAOtherAug 18, 2008Jun 21, 2021 (4690 d)
Michael Scott GoldbergCms Fund Advisers, Inc. unclassifiedBbr Partners, LLC independent RIAOtherAug 26, 2003Mar 30, 2021 (6426 d)
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30 moves match.