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 Winthrop Capital Management

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
Tim William BondGripman Investment Advisors, LLC otherWinthrop Capital Management institutionalOtherJan 11, 2021Aug 26, 2021 (227 d)
Adam C CoonsSanctuary Advisors, LLC BD affiliatedWinthrop Capital Management otherOtherMar 13, 2020Oct 29, 2020 (230 d)
Charlotte LippertCharlotte Lippert Wealth Management unclassifiedWinthrop Capital Management otherOtherMay 23, 2017Jun 24, 2014
Martin Davis HensleyRaymond James Financial Services Advisors, Inc otherWinthrop Capital Management otherOtherJun 22, 2011Jul 18, 2011
Nelson Mahan KellyFamily Office Group LLC unclassifiedWinthrop Capital Management otherOtherApr 8, 2011Apr 28, 2011
Gary Craig CrenshawFamily Office Group LLC unclassifiedWinthrop Capital Management otherOtherApr 8, 2011Apr 28, 2011
Stephen Paul CarrRonald Blue & Co., LLC otherWinthrop Capital Management otherOtherDec 31, 2007Dec 21, 2007
Gregory James HahnOppenheimer Asset Management otherWinthrop Capital Management otherOtherJun 28, 2007Oct 2, 2007 (96 d)
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8 moves match.