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 Oakbourne Advisors
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 |
|---|---|---|---|---|---|
| John Eric Moore | J.P. Morgan Securities LLC wirehouse | Oakbourne Advisors independent RIA | Wirehouse to independent RIA | Aug 6, 2025 | Sep 11, 2025 (36 d) |
| Ross Geoffrey Danzig | Sei Investments Management Corp other | Oakbourne Advisors independent RIA | Other | Apr 19, 2022 | May 20, 2022 (31 d) |
| Corey Reed Macdougall | Sei Investments Management Corp other | Oakbourne Advisors independent RIA | Other | Jan 5, 2021 | Jan 31, 2022 (391 d) |
| Christopher Tyler Diederich | Veery Capital, LLC independent RIA | Oakbourne Advisors independent RIA | RIA to RIA | Jul 31, 2020 | Jan 31, 2022 (549 d) |
| Christopher Matthew Griest | Veery Capital, LLC independent RIA | Oakbourne Advisors independent RIA | RIA to RIA | Jul 31, 2020 | Jan 31, 2022 (549 d) |
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5 moves match.