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 Brinker Capital 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
Jose Miguel HerreraCapital One Advisors, LLC BD affiliatedBrinker Capital Inc BD affiliatedAffiliated broker-dealer or bank to anotherJul 24, 2018Jul 18, 2018
Michael John KerrTd Private Client Wealth LLC BD affiliatedBrinker Capital Inc BD affiliatedAffiliated broker-dealer or bank to anotherMay 8, 2018May 4, 2018
Sterling Tyler MooreMML Investors Services, LLC BD affiliatedBrinker Capital Inc BD affiliatedAffiliated broker-dealer or bank to anotherApr 19, 2018Apr 27, 2018
William Thomas ColeStrategic Advisers LLC national BDBrinker Capital Inc otherOtherJan 29, 2018Jan 26, 2018
Anthony Joel GonzalesGlobal Financial Private Capital, Inc. otherBrinker Capital Inc otherOtherJan 12, 2018Jan 10, 2018
Jason Bradford MooreMorgan Stanley wirehouseBrinker Capital Inc otherOtherJun 30, 2016Jun 22, 2016
Timothy Arthur HollandTamro Capital Partners LLC otherBrinker Capital Inc otherOtherMar 21, 2016Mar 31, 2017 (375 d)
Michael J ColeCurian Capital, LLC otherBrinker Capital Inc otherOtherSep 15, 2015Nov 4, 2015 (50 d)
Matthew S MileskiMorgan Stanley wirehouseBrinker Capital Inc otherOtherJan 12, 2015Jan 7, 2015
Francisco AcevedoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrinker Capital Inc otherOtherApr 10, 2014Jun 6, 2014 (57 d)
Frank J PizzichilloAssetmark, Inc. otherBrinker Capital Inc otherOtherMay 3, 2013May 14, 2013
Christopher Pennock HartMorgan Stanley wirehouseBrinker Capital Inc otherOtherApr 19, 2013Feb 12, 2014 (299 d)
Edward Charles KellyAssetmark, Inc. otherBrinker Capital Inc otherOtherJun 25, 2012Jun 22, 2012
Sean P RyanPacer Advisors, Inc. otherBrinker Capital Inc otherOtherMar 19, 2012Nov 26, 2012 (252 d)
Paul J CookUsi Advisors otherBrinker Capital Inc otherOtherJun 30, 2011Jul 5, 2011
Kira Epstein ReitzUBS Financial Services Inc. wirehouseBrinker Capital Inc otherOtherDec 31, 2010Aug 30, 2012 (608 d)
Daniel Roland HollowayLincoln Financial Distributors, Inc. unclassifiedBrinker Capital Inc otherOtherMay 11, 2009Feb 13, 2015 (2104 d)
Thomas Kessinger Rathmell WilsonDavidson Capital Management unclassifiedBrinker Capital Inc otherOtherOct 31, 2005May 10, 2006 (191 d)
Brad Michael MaurerBny Mellon Advisors, Inc. otherBrinker Capital Inc otherOtherMay 12, 2004May 18, 2004
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19 moves match.