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 Brownson, Rehmus & Foxworth, Inc.

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
Ian Ross ClarkFacet independent RIABrownson, Rehmus & Foxworth, Inc. independent RIARIA to RIAMar 1, 2022May 9, 2022 (69 d)
Phoebe Claire StefaniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrownson, Rehmus & Foxworth, Inc. independent RIAWirehouse to independent RIAOct 21, 2020Nov 17, 2020
Quinn Patrick MartinRaymond James Financial Services Advisors, Inc BD affiliatedBrownson, Rehmus & Foxworth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2019Dec 26, 2019 (76 d)
Andrew John IshLnw independent RIABrownson, Rehmus & Foxworth, Inc. independent RIARIA to RIADec 12, 2018May 13, 2019 (152 d)
Jennifer Marie DavisResource Consulting Group independent RIABrownson, Rehmus & Foxworth, Inc. independent RIARIA to RIAJul 27, 2018Sep 24, 2018 (59 d)
April Michelle SullivanJ.P. Morgan Private Wealth Advisors LLC otherBrownson, Rehmus & Foxworth, Inc. independent RIAOtherApr 12, 2017Feb 20, 2019 (679 d)
Andrew DotenOsaic Fa, Inc. otherBrownson, Rehmus & Foxworth, Inc. otherOtherNov 23, 2016Feb 22, 2018 (456 d)
Philip John RidolphiBalasa Dinverno Foltz LLC otherBrownson, Rehmus & Foxworth, Inc. otherOtherAug 3, 2016Aug 11, 2016
Carlyle Kelly MaddenMorgan Stanley wirehouseBrownson, Rehmus & Foxworth, Inc. otherOtherJan 15, 2016Jan 26, 2016
Anne Roesner PettyFinancial Solutions Advisory Group otherBrownson, Rehmus & Foxworth, Inc. otherOtherNov 4, 2015Nov 10, 2015
Kevin Michael PendergastGoldman Sachs Wealth Services, L.P. otherBrownson, Rehmus & Foxworth, Inc. otherOtherOct 2, 2015Oct 19, 2015
Ruth Fiorentino UressKovitz Investment Group, LLC otherBrownson, Rehmus & Foxworth, Inc. otherOtherMar 27, 2015Apr 30, 2015 (34 d)
David Keith MurdockSilvercrest Asset Management Group LLC otherBrownson, Rehmus & Foxworth, Inc. no RAUMOtherJun 26, 2014Feb 23, 2015 (242 d)
Jason Michael KissBartlett & Co unclassifiedBrownson, Rehmus & Foxworth, Inc. no RAUMOtherAug 29, 2011Sep 1, 2011
Ashley BradburnMorgan Stanley wirehouseBrownson, Rehmus & Foxworth, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 7, 2011Feb 16, 2011 (40 d)
Harold Nelson LeavellErnst & Young Investment Advisers Llp no RAUMBrownson, Rehmus & Foxworth, Inc. no RAUMOtherDec 8, 2005Jun 29, 2006 (203 d)
Thomas Carl MyersMorgan Stanley Dw Inc. unclassifiedBrownson, Rehmus & Foxworth, Inc. no RAUMOtherFeb 6, 2004Sep 7, 2004 (214 d)
Andrew Dimmitt HartCredit Suisse Securities (USA) LLC otherBrownson, Rehmus & Foxworth, Inc. no RAUMOtherOct 28, 2003Jun 24, 2004 (240 d)
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18 moves match.