DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Newbury Capital Management, 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 |
|---|---|---|---|---|---|
| Keith Douglas Weinbaum | Mainstreet Asset Management, LLC unclassified | Newbury Capital Management, LLC independent RIA | Other | Dec 31, 2016 | Nov 20, 2024 (2881 d) |
| Edward Barnett | Hilltop Securities Inc. other | Newbury Capital Management, LLC independent RIA | Other | Jul 29, 2009 | Nov 10, 2025 (5948 d) |
| Jon Christopher Lam | Hilltop Securities Inc. other | Newbury Capital Management, LLC other | Other | Jul 7, 2009 | Jul 1, 2009 |
| Stuart Michael Sneddon | Tower Asset Management LLC unclassified | Newbury Capital Management, LLC independent RIA | Other | Jul 6, 2009 | Jan 1, 2025 (5658 d) |
Page 1 of 1
4 moves match.