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 Partners Capital Services, 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
Anthony SantoRockline Wealth Management LLC independent RIAPartners Capital Services, Inc. independent RIARIA to RIANov 6, 2025Dec 15, 2025 (39 d)
Lawrence JustAmeriprise Financial Services, LLC national BDPartners Capital Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2022Jan 9, 2023 (63 d)
Robert G. DahrougJ.P. Morgan Securities LLC wirehousePartners Capital Services, Inc. independent RIAWirehouse to independent RIASep 11, 2020Apr 15, 2021 (216 d)
Timothy Vincent LongoTrident Advisors LLC state registeredPartners Capital Services, Inc. otherOtherAug 26, 2015Aug 27, 2015
Richard Daniel HoughtonL.M. Kohn & Company otherPartners Capital Services, Inc. otherOtherFeb 1, 2013Feb 12, 2013
Michelle Y MangumL.M. Kohn & Company otherPartners Capital Services, Inc. otherOtherFeb 1, 2013Feb 12, 2013
Ronald George GarneyL.M. Kohn & Company otherPartners Capital Services, Inc. otherOtherFeb 1, 2013Feb 12, 2013
George Parker SwiftL.M. Kohn & Company otherPartners Capital Services, Inc. otherOtherFeb 1, 2013Feb 12, 2013
Thomas Cullen JudgeCitigroup Global Markets Inc. otherPartners Capital Services, Inc. otherOtherJan 20, 2011May 24, 2016 (1951 d)
Josh Alan FrankelHsbc Securities (USA) Inc. otherPartners Capital Services, Inc. otherOtherOct 29, 2010Sep 13, 2012 (685 d)
Jason Jitsuro YamamotoScf Investment Advisors, Inc. otherPartners Capital Services, Inc. otherOtherMay 3, 2010May 3, 2010
Jose Rafael MarmolLadenburg Thalmann Asset Management Inc otherPartners Capital Services, Inc. otherOtherJun 18, 2008Jun 3, 2008
Frank PalumboBanc Of America Investment Services, Inc. unclassifiedPartners Capital Services, Inc. otherOtherJan 10, 2005Jun 5, 2008 (1242 d)
Page 1 of 1
13 moves match.