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 Symmetry Partners

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
Jessica Butler ButlerVirtus Investment Advisers, LLC asset managerSymmetry Partners independent RIAOtherAug 17, 2026Aug 19, 2026
Marcia Andrea PereiraVirtus Investment Advisers, LLC asset managerSymmetry Partners independent RIAOtherApr 13, 2026Apr 21, 2026
Geoffrey Scott JohnsonUsi Advisors institutionalSymmetry Partners independent RIAOtherJan 29, 2026Jan 30, 2026
Matthew Thomas HamelCapital Wealth Planning, LLC independent RIASymmetry Partners independent RIARIA to RIAOct 10, 2025Oct 20, 2025
Brendan Michael McelroyMorgan Stanley wirehouseSymmetry Partners independent RIAWirehouse to independent RIASep 11, 2025Sep 11, 2025
Taylor Rae GladMorgan Stanley wirehouseSymmetry Partners independent RIAWirehouse to independent RIASep 8, 2025Sep 9, 2025
Kristi BartholomewIams Wealth Management, LLC independent RIASymmetry Partners independent RIARIA to RIAJul 9, 2025Oct 14, 2025 (97 d)
Tyler Caleb WoodbreyIams Wealth Management, LLC independent RIASymmetry Partners independent RIARIA to RIAJun 17, 2025Jun 16, 2025
Christopher Bernard CymbalaInternational Assets Investment Management, LLC BD affiliatedSymmetry Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2025Sep 16, 2025 (92 d)
Paul Michael BandurskiFidelity Personal And Workplace Advisors BD affiliatedSymmetry Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 24, 2024Nov 29, 2024 (66 d)
Brock AdamsMorgan Stanley wirehouseSymmetry Partners independent RIAWirehouse to independent RIAAug 15, 2024Nov 29, 2024 (106 d)
Thomas DesiderioAmerican Beacon Advisors, Inc. otherSymmetry Partners independent RIAOtherJul 12, 2024Jun 16, 2025 (339 d)
Ryan T CassidyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSymmetry Partners independent RIAWirehouse to independent RIAJun 25, 2024Jul 30, 2026 (765 d)
Curtis Dean ConeThe Journeys Group, Inc. state registeredSymmetry Partners otherOtherAug 31, 2021Nov 5, 2013
Brannon Charles OzarkApella Wealth independent RIASymmetry Partners independent RIARIA to RIAJul 1, 2019Sep 6, 2018
James Jorge Martin TavaresApella Wealth independent RIASymmetry Partners otherOtherMar 4, 2019Dec 11, 2017
Elisa Maria FrancisAst Investment Services, Inc. asset managerSymmetry Partners independent RIAOtherApr 2, 2018May 15, 2018 (43 d)
Christian M OconnorKestra Advisory Services, LLC otherSymmetry Partners otherOtherDec 7, 2017Dec 8, 2017
Kathleen Sidley ParksPatriot Investment Management Group Inc otherSymmetry Partners otherOtherJun 30, 2017Jul 7, 2017
Matthew Benjamin TerryBny Mellon Securities Corporation otherSymmetry Partners otherOtherMar 20, 2017Oct 24, 2017 (218 d)
Harvey SiegelArc Investment Planning & Management Inc otherSymmetry Partners otherOtherMar 2, 2017Mar 20, 2017
Edward Stuart RichterWs Securities Inc otherSymmetry Partners otherOtherMar 2, 2017Mar 20, 2017
James Patrick ScanlanWashington Trust Advisors otherSymmetry Partners otherOtherJul 7, 2016Apr 20, 2017 (287 d)
James R FemiaSentinel Pension Advisors, LLC. otherSymmetry Partners otherOtherSep 24, 2015Oct 1, 2015
Robert G MatalaEnvestnet Pmc otherSymmetry Partners otherOtherMar 31, 2015May 12, 2016 (408 d)
Mauriel Alejandro VegaCambridge Investment Research Advisors, Inc. otherSymmetry Partners otherOtherFeb 17, 2015Feb 20, 2015
Sean Francis FlynnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSymmetry Partners otherOtherMay 6, 2013May 28, 2013
Michael Lawrence Storer3d Asset Management, Inc. otherSymmetry Partners otherOtherNov 21, 2012Nov 27, 2012
Paul David AbdenourUBS Financial Services Inc. wirehouseSymmetry Partners otherOtherDec 26, 2008Oct 27, 2017 (3227 d)
Alicia Rose FrycNew York Life Investment Management LLC otherSymmetry Partners otherOtherJul 28, 2008Jan 10, 2013 (1627 d)
Timothy Mead BakerMadison Investment Holdings, Inc no RAUMSymmetry Partners otherOtherFeb 15, 2008Jun 17, 2016 (3045 d)
Brian MccarthyWoodbury Financial Services, Inc. otherSymmetry Partners otherOtherNov 29, 2007May 1, 2014 (2345 d)
Michael Lawrence StorerNew York Life Investment Management LLC otherSymmetry Partners otherOtherJul 30, 2007Jan 7, 2008 (161 d)
Charles Morton GreenConnecticut Investment Management unclassifiedSymmetry Partners otherOtherApr 30, 2007Jun 21, 2007 (52 d)
Jason Kirk GentileMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSymmetry Partners otherOtherMar 13, 2006Apr 20, 2006 (38 d)
Mark D NelsonOsaic Fa, Inc. otherSymmetry Partners otherOtherDec 31, 2004Jan 3, 2005
Richard Joseph BranchaudOsaic Fa, Inc. otherSymmetry Partners otherOtherApr 21, 2004Jun 9, 2004 (49 d)
Wayne Nmn ConnorsVeravest Investment Advisors, Inc. unclassifiedSymmetry Partners otherOtherDec 19, 2003Jun 3, 2004 (167 d)
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38 moves match.