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 Obermeyer Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Maya Dammen | Strategic Advisers LLC national BD | Obermeyer Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2026 | Jun 17, 2026 (48 d) |
| Jeffrey H. Susman | J.P. Morgan Securities LLC wirehouse | Obermeyer Wealth Partners independent RIA | Wirehouse to independent RIA | Mar 16, 2025 | Aug 21, 2025 (158 d) |
| Caroline Barns Duke | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Obermeyer Wealth Partners independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Jul 28, 2025 (144 d) |
| Adam Maxwell Savin | Booth Creek Capital Management LP other | Obermeyer Wealth Partners independent RIA | Other | Feb 15, 2024 | Feb 28, 2024 |
| Hayden Merrick Porter | LPL Financial LLC BD affiliated | Obermeyer Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2021 | Nov 20, 2023 (929 d) |
| Nicholas Sebastian Barnes | Vantage Investment Partners, LLC independent RIA | Obermeyer Wealth Partners independent RIA | RIA to RIA | Dec 31, 2020 | Nov 10, 2021 (314 d) |
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6 moves match.