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 Twin Focus Capital Partners, LLC

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
Aaron Eduard StolpenLegacy Advisors, LLC independent RIATwin Focus Capital Partners, LLC independent RIARIA to RIAMar 5, 2026Apr 23, 2026 (49 d)
Wendy KarkoskaRaymond James & Associates, Inc. national BDTwin Focus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2025Jan 2, 2026 (59 d)
Catherine Theisen CloughBreckinridge Capital Advisors Inc independent RIATwin Focus Capital Partners, LLC independent RIARIA to RIAAug 4, 2025Jan 2, 2026 (151 d)
Brett S FeldmanCitigroup Global Markets Inc. BD affiliatedTwin Focus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2024Jun 18, 2024 (53 d)
Taylor Lynn KaleBoston Family Advisors LLC independent RIATwin Focus Capital Partners, LLC independent RIARIA to RIAMar 6, 2023Jul 14, 2023 (130 d)
Cameron Joseph IarrobinoGlobal Retirement Partners LLC institutionalTwin Focus Capital Partners, LLC independent RIAOtherMar 1, 2021Mar 16, 2021
Cameron Reza RahbarSvb Wealth independent RIATwin Focus Capital Partners, LLC independent RIARIA to RIADec 18, 2018Feb 22, 2019 (66 d)
Maria Louise CallaghanSentinel Pension Advisors, LLC. otherTwin Focus Capital Partners, LLC otherOtherOct 21, 2016Nov 15, 2016
James M LawlessShepherd Kaplan LLC otherTwin Focus Capital Partners, LLC otherOtherMay 23, 2016Jun 15, 2016
Mark Joseph AlaimoWealth Management Advisors, LLC otherTwin Focus Capital Partners, LLC otherOtherOct 16, 2014Dec 23, 2015 (433 d)
Jeffrey Charles HeislerFocus Partners Wealth, LLC otherTwin Focus Capital Partners, LLC otherOtherFeb 25, 2014Mar 25, 2014
Paige Martin EarlsWindhaven Investment Management, Inc. otherTwin Focus Capital Partners, LLC otherOtherSep 17, 2013Oct 7, 2013
Paul N KargerUBS Financial Services Inc. wirehouseTwin Focus Capital Partners, LLC otherOtherJul 6, 2006Jun 14, 2006
Wesley KargerUBS Financial Services Inc. wirehouseTwin Focus Capital Partners, LLC otherOtherJul 6, 2006Jun 14, 2006
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14 moves match.