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 Sand Hill Global Advisors, LLC

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
Brendon Hideo YiStrategic Advisers LLC national BDSand Hill Global Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2026Sep 15, 2026 (66 d)
Hailey Elizabeth HagyUBS Financial Services Inc. wirehouseSand Hill Global Advisors, LLC independent RIAWirehouse to independent RIAJul 5, 2024Sep 3, 2024 (60 d)
Matthew OsderBlackrock Investment Management, LLC otherSand Hill Global Advisors, LLC independent RIAOtherNov 30, 2023Aug 26, 2024 (270 d)
Emmett M Kelly GarciaUnited Capital Financial Advisors BD affiliatedSand Hill Global Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2023Jul 7, 2023
Alfred Kam Fai CheungKarp Capital Management Corporation independent RIASand Hill Global Advisors, LLC independent RIARIA to RIAJun 27, 2022Jul 22, 2022
Kimberly Nguyen PhamBeacon Pointe Advisors, LLC independent RIASand Hill Global Advisors, LLC independent RIARIA to RIAOct 28, 2021May 12, 2023 (561 d)
Drew Enright KundeOne Capital Management, LLC independent RIASand Hill Global Advisors, LLC independent RIARIA to RIASep 8, 2021Mar 10, 2022 (183 d)
Megan Shea BreslinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSand Hill Global Advisors, LLC independent RIAWirehouse to independent RIAApr 13, 2021Apr 12, 2021
Janet Lynn HoffmannIntegral Financial Solutions, LLC independent RIASand Hill Global Advisors, LLC independent RIARIA to RIAJan 31, 2020Nov 15, 2019
Barry TaylorIntegral Financial Solutions, LLC independent RIASand Hill Global Advisors, LLC independent RIARIA to RIAJan 31, 2020Nov 15, 2019
Madeline Loomis PhillipsMorgan Stanley wirehouseSand Hill Global Advisors, LLC otherOtherAug 29, 2013Sep 5, 2013
Caroline Alma CurtsMorgan Stanley wirehouseSand Hill Global Advisors, LLC otherOtherJul 17, 2012Nov 28, 2012 (134 d)
Kristin Michelle SunMorgan Stanley wirehouseSand Hill Global Advisors, LLC otherOtherOct 26, 2011Nov 9, 2011
Brian Eugene DombkowskiStafford Capital Management LLC otherSand Hill Global Advisors, LLC otherOtherFeb 16, 2010Feb 25, 2010
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14 moves match.