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 Daniels + Tansey, L.L.P.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| George David Biddle | Bcm Wealth Management institutional | Daniels + Tansey, L.L.P. other | Other | Oct 21, 2025 | Dec 5, 2005 |
| Andrew Joseph Hess | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Daniels + Tansey, L.L.P. independent RIA | Wirehouse to independent RIA | Aug 30, 2018 | Sep 17, 2018 |
| Jonathan Darrell Smith | Haverford Investment Management, Inc. unclassified | Daniels + Tansey, L.L.P. other | Other | Aug 21, 2008 | Sep 3, 2008 |
| John Leroy Blair | Haverford Financial Services, Inc. other | Daniels + Tansey, L.L.P. other | Other | Aug 18, 2008 | Feb 13, 2009 (179 d) |
| Christopher Frank Daniels | Cambridge Investment Research, Inc. unclassified | Daniels + Tansey, L.L.P. other | Other | Oct 1, 2004 | Feb 10, 2004 |
| Devon Williams Daniels | Cambridge Investment Research, Inc. unclassified | Daniels + Tansey, L.L.P. other | Other | Oct 1, 2004 | Feb 10, 2004 |
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6 moves match.