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 Coastedge 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Ostrowski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coastedge Partners, LLC independent RIA | Wirehouse to independent RIA | Jun 23, 2026 | Jun 29, 2026 |
| Ian Hill | Allianz Global Investors U.S. LLC asset manager | Coastedge Partners, LLC independent RIA | Other | Sep 20, 2021 | Sep 15, 2021 |
| Alexa Paige Cammarano | Dunham independent RIA | Coastedge Partners, LLC independent RIA | RIA to RIA | Jul 23, 2021 | Sep 14, 2021 (53 d) |
| Steven Scott Simpson | Gurtin Municipal Bond Management other | Coastedge Partners, LLC other | Other | Jan 3, 2017 | Jan 4, 2017 |
| Parker A Bush | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coastedge Partners, LLC other | Other | Aug 12, 2014 | Jul 11, 2016 (699 d) |
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5 moves match.