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 Fort Point 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
Jacob David MahoneyParcion Private Wealth LLC independent RIAFort Point Capital Partners LLC independent RIARIA to RIAFeb 24, 2026Mar 27, 2026 (31 d)
Christopher J BlassickCertuity, LLC independent RIAFort Point Capital Partners LLC independent RIARIA to RIADec 9, 2024Nov 18, 2024
Andrew Booth BoughanCertuity, LLC independent RIAFort Point Capital Partners LLC independent RIARIA to RIASep 10, 2024Aug 26, 2024
Jonathan Lucas MaierEquitable Advisors, LLC national BDFort Point Capital Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2023Mar 20, 2024 (98 d)
Sabrina Francis LowellWealthspire Advisors independent RIAFort Point Capital Partners LLC independent RIARIA to RIANov 15, 2021Nov 21, 2021
Nicholas Scott KingAlliancebernstein L.P. otherFort Point Capital Partners LLC independent RIAOtherNov 8, 2021Oct 31, 2021
Olusola AwofalaSan Francisco Sentry Investment Group independent RIAFort Point Capital Partners LLC independent RIARIA to RIAOct 5, 2021Sep 21, 2021
Christopher David BarlowLombard Street Partners, LLC unclassifiedFort Point Capital Partners LLC otherOtherDec 31, 2018Apr 25, 2008
Timothy Todd McdowellCypress Point Capital Management, LLC otherFort Point Capital Partners LLC otherOtherMar 22, 2018Dec 14, 2017
Frederick P BruennerCypress Point Capital Management, LLC otherFort Point Capital Partners LLC otherOtherMar 22, 2018Jan 30, 2012
Paul Conde StrehleCypress Point Capital Management, LLC otherFort Point Capital Partners LLC otherOtherMar 22, 2018Dec 14, 2017
Nicole R MeihoferMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFort Point Capital Partners LLC otherOtherJan 9, 2018Jan 22, 2018
Annie Mae WernerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFort Point Capital Partners LLC otherOtherNov 7, 2017Nov 3, 2017
Oliver J KupeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFort Point Capital Partners LLC otherOtherNov 7, 2017Nov 3, 2017
Robin Ticknor BrinckerhoffWells Fargo Advisors wirehouseFort Point Capital Partners LLC otherOtherJul 17, 2017Jul 19, 2017
Travis R KauzerFisher Investments otherFort Point Capital Partners LLC otherOtherOct 17, 2014Dec 23, 2014 (67 d)
Paul Robert TouchstoneStifel, Nicolaus & Company, Incorporated national BDFort Point Capital Partners LLC otherOtherMar 30, 2012Apr 3, 2012
Benjamin Troy WarwickSovereign Wealth Management Inc unclassifiedFort Point Capital Partners LLC otherOtherNov 15, 2010May 12, 2017 (2370 d)
Ralph Melville DrybroughPresidio Capital Advisors, LLC unclassifiedFort Point Capital Partners LLC otherOtherJun 19, 2008Jun 16, 2008
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19 moves match.