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 Reilly Financial Advisors

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
Ryan Timothy MunroeVersant Capital Management, Inc. independent RIAReilly Financial Advisors independent RIARIA to RIAMay 12, 2021May 28, 2021
Gabriel Seth AdamsThe Wealth Consulting Group independent RIAReilly Financial Advisors independent RIARIA to RIAMar 29, 2021Apr 1, 2021
Dylan Jacob DunleaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseReilly Financial Advisors independent RIAWirehouse to independent RIAFeb 17, 2021Feb 24, 2021
Yasasri Umesha WeerasuriyaFidelity Personal And Workplace Advisors BD affiliatedReilly Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2021Nov 9, 2021 (266 d)
Jason WattersLPL Financial LLC BD affiliatedReilly Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2020Aug 31, 2020
Andrew Roy FerretteCalton & Associates, Inc. independent RIAReilly Financial Advisors independent RIARIA to RIAAug 19, 2020Aug 20, 2020
Richard D BoydAmeriprise Financial Services, LLC national BDReilly Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2020Jan 26, 2021 (314 d)
Christopher DrakeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseReilly Financial Advisors independent RIAWirehouse to independent RIAJun 11, 2019Jun 26, 2019
Jeffrey A ClarkAldrich Wealth LP mixed wealthReilly Financial Advisors independent RIARIA to RIAMar 26, 2019Jun 26, 2019 (92 d)
Joshua Eugene LandSeia independent RIAReilly Financial Advisors independent RIARIA to RIAJan 22, 2019Jan 24, 2019
Lisa Marie GoodmanBrandes Investment Partners, LP otherReilly Financial Advisors independent RIAOtherFeb 2, 2018Dec 4, 2018 (305 d)
Natalie YoungLighthouse Financial Services Inc otherReilly Financial Advisors otherOtherDec 21, 2016Jan 3, 2017
Michael Domonic BarilUsaa Financial Planning Services no RAUMReilly Financial Advisors otherOtherJul 22, 2016Jul 22, 2017 (365 d)
Eric Edward SwansonLighthouse Financial Services Inc otherReilly Financial Advisors otherOtherSep 17, 2015Nov 17, 2015 (61 d)
Jenifer Patricia PrattAldrich Wealth LP otherReilly Financial Advisors otherOtherJul 21, 2015Mar 1, 2016 (224 d)
Michael Patrick HartmanCetera Advisors LLC otherReilly Financial Advisors otherOtherMay 19, 2015May 29, 2015
Damian Jacques DufourWells Fargo Advisors wirehouseReilly Financial Advisors otherOtherFeb 2, 2015Jan 30, 2015
James Curtis WestMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseReilly Financial Advisors otherOtherMar 24, 2014Mar 26, 2014
David Joseph CarianiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseReilly Financial Advisors otherOtherApr 12, 2013Apr 18, 2013
Jason Ian AbarCurian Capital, LLC otherReilly Financial Advisors otherOtherJan 5, 2013Jan 11, 2013
Matthew Richard GriffithErnst & Young Investment Advisers Llp no RAUMReilly Financial Advisors otherOtherDec 1, 2011Jan 12, 2012 (42 d)
Ronny InnigerCitigroup Global Markets Inc. otherReilly Financial Advisors otherOtherSep 20, 2010Sep 23, 2010
Scott Udall FortneyGuardian Capital Management, LLC unclassifiedReilly Financial Advisors otherOtherDec 31, 2005Nov 29, 2005
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23 moves match.