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 Chevy Chase Trust Company

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
Simeon SpruillFocus Partners Wealth, LLC independent RIAChevy Chase Trust Company mixed wealthRIA to RIAMay 13, 2026Jul 30, 2026 (78 d)
Jackie S FontanaFbb Capital Partners independent RIAChevy Chase Trust Company mixed wealthRIA to RIADec 24, 2024Feb 25, 2025 (63 d)
Randy Alan RyanOars Capital independent RIAChevy Chase Trust Company mixed wealthRIA to RIADec 22, 2023Jan 18, 2024
Alok BhattJ.P. Morgan Securities LLC wirehouseChevy Chase Trust Company mixed wealthWirehouse to independent RIAJun 20, 2023Aug 15, 2023 (56 d)
Jonathan KobetsUBS Financial Services Inc. wirehouseChevy Chase Trust Company mixed wealthWirehouse to independent RIAMay 30, 2023Aug 15, 2023 (77 d)
Melanie SimonsReframe Wealth, LLC independent RIAChevy Chase Trust Company mixed wealthRIA to RIADec 31, 2022Mar 1, 2023 (60 d)
James Minh NguyenBdo Wealth Advisors, LLC independent RIAChevy Chase Trust Company mixed wealthRIA to RIAJul 28, 2022Sep 9, 2022 (43 d)
Ramona K MockoviakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseChevy Chase Trust Company mixed wealthWirehouse to independent RIAMay 3, 2022Sep 9, 2022 (129 d)
Wendy Marie MoyersCouncilor Wealth LLC independent RIAChevy Chase Trust Company mixed wealthRIA to RIAApr 13, 2021Dec 5, 2021 (236 d)
Blake Keeley DoyleHeight Analytics, LLC state registeredChevy Chase Trust Company otherOtherJan 23, 2017Nov 30, 2016
Carlton William DavisAsb Capital Management LLC otherChevy Chase Trust Company otherOtherNov 15, 2016Oct 16, 2018 (700 d)
Jastinder Singh SohiM&T Securities, Inc. unclassifiedChevy Chase Trust Company otherOtherJul 27, 2016Nov 4, 2016 (100 d)
Paula Anne LandauTriton Wealth Management otherChevy Chase Trust Company mixed wealthOtherMar 31, 2015Mar 1, 2023 (2892 d)
Daniel A SerraFreed Advisors otherChevy Chase Trust Company otherOtherApr 11, 2014May 27, 2014 (46 d)
Andrew Reding MarshallFreed Advisors otherChevy Chase Trust Company otherOtherApr 11, 2014May 27, 2014 (46 d)
Hsuan WangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseChevy Chase Trust Company otherOtherJul 2, 2012Jun 17, 2014 (715 d)
Debritu Laly KassaCitigroup Global Markets Inc. otherChevy Chase Trust Company otherOtherJan 28, 2010Feb 18, 2010
Deborah Groomes GandyCitigroup Global Markets Inc. otherChevy Chase Trust Company otherOtherDec 1, 2009Dec 11, 2009
Marc Kaye WishkoffCitigroup Global Markets Inc. otherChevy Chase Trust Company otherOtherDec 1, 2009Dec 11, 2009
Justin Scott LibertiPnc Wealth Management otherChevy Chase Trust Company otherOtherJul 2, 2009Nov 18, 2009 (139 d)
Robert Eric KrausChevy Chase Financial Services unclassifiedChevy Chase Trust Company otherOtherMar 20, 2009Jun 14, 2006
Craig Andrew PernickAsset Management Inc unclassifiedChevy Chase Trust Company otherOtherNov 22, 2005Nov 22, 2005
Michael S GildenhornAsset Management Inc unclassifiedChevy Chase Trust Company otherOtherNov 22, 2005Nov 22, 2005
Arthur Alan AdlerAsset Management Inc unclassifiedChevy Chase Trust Company otherOtherNov 22, 2005Nov 23, 2005
Daniel Jay CohenAsset Management Inc unclassifiedChevy Chase Trust Company otherOtherNov 22, 2005Nov 22, 2005
Edward Bernerd DobranetskiBb&T Asset Management, Inc. unclassifiedChevy Chase Trust Company otherOtherJun 24, 2005Aug 5, 2005 (42 d)
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26 moves match.