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 Brown Advisory

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
Colin Kampfe	Dimensional Fund Advisors LP asset manager	Brown Advisory mixed wealth	Other	Jul 3, 2018	Jun 11, 2019 (343 d)
Bernard Karol Nowak	Highmount Capital other	Brown Advisory other	Other	May 31, 2017	May 31, 2017
Brian J. Walsh	Highmount Capital other	Brown Advisory other	Other	May 26, 2017	May 26, 2017
Christopher C Holcombe	Highmount Capital other	Brown Advisory other	Other	May 26, 2017	Jun 20, 2017
Effimia Christine Karides	Blackhaw Wealth Management, LLC other	Brown Advisory other	Other	May 24, 2017	Sep 9, 2016
Jeffrey James Keady	Eaton Vance Management other	Brown Advisory other	Other	May 22, 2017	Jul 7, 2017 (46 d)
Katherine Saltonstall	Sandy Cove Advisors, LLC other	Brown Advisory mixed wealth	Other	Nov 23, 2016	Oct 31, 2018 (707 d)
Jon Kristopher Jester	Morgan Stanley wirehouse	Brown Advisory other	Other	Aug 16, 2016	Sep 15, 2016
Erik Glenn Cohen	Oxbow Advisors, LLC other	Brown Advisory other	Other	Aug 4, 2016	Aug 4, 2016
Jonathan Leo Levy	Oxbow Advisors, LLC other	Brown Advisory other	Other	Aug 4, 2016	Aug 4, 2016
John G. Snyder	Folger Nolan Fleming Douglas Incorporated other	Brown Advisory other	Other	Jun 8, 2015	Oct 7, 2016 (487 d)
Ian Phillip Mcabeer	Blackhaw Wealth Management, LLC other	Brown Advisory other	Other	Jun 26, 2014	Sep 9, 2016 (806 d)
Allan Dillard House	Santa Barbara Asset Management, LLC other	Brown Advisory other	Other	Feb 28, 2013	Nov 8, 2013 (253 d)
Justin C. Bakewell	Alliancebernstein L.P. other	Brown Advisory other	Other	Aug 1, 2012	Jun 4, 2013 (307 d)
Erika Lavina Pagel	Silver Bridge other	Brown Advisory other	Other	Jul 2, 2012	Oct 23, 2012 (113 d)
Megan P Schaefer-Curran	Silver Bridge other	Brown Advisory other	Other	Jul 2, 2012	Feb 4, 2013 (217 d)
Robert Hutchings Vernon	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Mar 29, 2012
Michael Lloyd Foss	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Mar 29, 2012
John Francis Cavanaugh	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Apr 9, 2012
Geoffrey R. B. Carey	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Apr 9, 2012
Kenneth Maher Stuzin	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Apr 9, 2012
Brian Edward Graney	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Mar 29, 2012
Jane Williams Korhonen	Brown Advisory unclassified	Brown Advisory other	Other	Apr 9, 2012	Apr 26, 2012
Amanda Bradley Gift	Ameriprise Financial Services, LLC national BD	Brown Advisory mixed wealth	Affiliated broker-dealer or bank to independent RIA	May 17, 2002	Dec 31, 2018 (6072 d)

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24 moves match.