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 Johnson Investment Counsel, 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
Christopher Aristotle VassilopoulosAon Investments USA Inc. institutionalJohnson Investment Counsel, Inc. independent RIAOtherMay 28, 2025Sep 2, 2025 (97 d)
Mark David HollickPayden & Rygel otherJohnson Investment Counsel, Inc. independent RIAOtherNov 14, 2024Aug 1, 2025 (260 d)
Brandon Tyler DavidsonCornerstone Wealth Management independent RIAJohnson Investment Counsel, Inc. independent RIARIA to RIAJun 24, 2024Oct 11, 2024 (109 d)
Michael Carlisle MurphyPutnam Investment Management, LLC asset managerJohnson Investment Counsel, Inc. independent RIAOtherJan 23, 2024Mar 11, 2025 (413 d)
Charles John DonovanNeuberger Berman Bd LLC no RAUMJohnson Investment Counsel, Inc. independent RIAOtherFeb 22, 2023Nov 21, 2024 (638 d)
Donald R EnnisPark Avenue Securities LLC BD affiliatedJohnson Investment Counsel, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 1, 2022May 24, 2022
Victor Charles DohertyCig Asset Management, Inc. independent RIAJohnson Investment Counsel, Inc. independent RIARIA to RIANov 23, 2020Nov 30, 2020
James Michael WinelandBoyd Watterson Asset Management, LLC institutionalJohnson Investment Counsel, Inc. independent RIAOtherJan 28, 2020May 8, 2020 (101 d)
Joseph Albert HendersonVintage Financial Services LLC independent RIAJohnson Investment Counsel, Inc. independent RIARIA to RIAMay 6, 2019Jun 14, 2019 (39 d)
Anthony Christopher KureMagis Wealth Planning unclassifiedJohnson Investment Counsel, Inc. otherOtherApr 19, 2018Jul 19, 2017
Joseph Kenneth RadiganMagis Wealth Planning unclassifiedJohnson Investment Counsel, Inc. otherOtherApr 19, 2018Jul 19, 2017
Christian James BrandetsasPnc Wealth Management otherJohnson Investment Counsel, Inc. independent RIAOtherMar 8, 2017Mar 7, 2019 (729 d)
Andrea Lynn ErnstTouchstone Advisors Inc otherJohnson Investment Counsel, Inc. independent RIAOtherSep 25, 2015Jan 31, 2023 (2685 d)
Simon Thomas BuchmanStrategic Advisers LLC national BDJohnson Investment Counsel, Inc. otherOtherJan 15, 2013Jun 12, 2014 (513 d)
Brandon A ZureickRobert W. Baird & Co. Incorporated otherJohnson Investment Counsel, Inc. independent RIAOtherMay 19, 2011Mar 12, 2019 (2854 d)
Jonathan M McevoyStrategic Advisers LLC national BDJohnson Investment Counsel, Inc. otherOtherJan 6, 2011Jun 12, 2014 (1253 d)
Brian A ButtEquitable Advisors, LLC national BDJohnson Investment Counsel, Inc. otherOtherMay 26, 2010Oct 23, 2014 (1611 d)
Vincent L. RussellMead Adam & Co Inc unclassifiedJohnson Investment Counsel, Inc. otherOtherDec 23, 2009Dec 22, 2009
Chad R MaggardEquitable Advisors, LLC national BDJohnson Investment Counsel, Inc. otherOtherOct 9, 2009Jun 19, 2014 (1714 d)
Elizabeth Riazzi SchaeferUBS Financial Services Inc. wirehouseJohnson Investment Counsel, Inc. independent RIAWirehouse to independent RIAJun 26, 2008May 4, 2019 (3964 d)
George WongFirst Financial Capital Advisors LLC unclassifiedJohnson Investment Counsel, Inc. otherOtherMar 5, 2008Jun 11, 2014 (2289 d)
Matthew James YungWaddell & Reed otherJohnson Investment Counsel, Inc. otherOtherSep 5, 2007Nov 25, 2013 (2273 d)
Daniel Adam BarnettMorgan Stanley Dw Inc. unclassifiedJohnson Investment Counsel, Inc. otherOtherJun 23, 2005Oct 23, 2014 (3409 d)
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23 moves match.