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 Birch Hill Investment Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Catherine M Kennedy | Prio Wealth LP other | Birch Hill Investment Advisors LLC independent RIA | Other | Jan 25, 2018 | Aug 15, 2018 (202 d) |
| Brett Anthony Mirliani | Granite Harbor Asset Management, LLC unclassified | Birch Hill Investment Advisors LLC other | Other | Nov 13, 2015 | Jan 20, 2016 (68 d) |
| Gary Richard Mikula | Prio Wealth LP other | Birch Hill Investment Advisors LLC other | Other | Jun 5, 2007 | Jun 6, 2007 |
| Robert Agnew Oneil | Prio Wealth LP other | Birch Hill Investment Advisors LLC other | Other | Jun 5, 2007 | Jun 6, 2007 |
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4 moves match.