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 Pathstone
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 |
|---|---|---|---|---|---|
| Brian Andrew Maxwell | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 5, 2026 |
| Michael H Jordan | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 2, 2026 |
| Sean Michael Bannon | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 2, 2026 |
| Patrick Joseph Burke | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 5, 2026 |
| Richard Walter Stevens | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 8, 2026 |
| David James Logan | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 4, 2026 |
| Gretchen Regan | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Richard Marsh Lunsford | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Jill Tilzer Jokelson | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 5, 2026 |
| Kevin Joseph Keating | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 2, 2026 |
| Joshua Stirling Gross | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 22, 2026 |
| Walter Corlett Harris | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 23, 2026 |
| Samuel Owen Mcfall | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Katie Jean Poole | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 5, 2026 |
| Ryan M Campbell | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Robert M Asklar | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Ann Michelle Finnerty | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Sep 10, 2026 (101 d) |
| Jaclyn Marie Shaughnessy | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Michael Thomas Locasale | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 4, 2026 |
| Meaghan Fay Buly | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 3, 2026 |
| Adam Heller | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 5, 2026 |
| Zachary Evan Fischer | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 4, 2026 |
| Tyson Keith Thrush | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 5, 2026 |
| Jennifer Davis Pham | Mill Creek Capital Advisors, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jun 1, 2026 | Jun 8, 2026 |
| Elizabeth M Smoose | Cynosure Portfolio Advisors LLC independent RIA | Pathstone independent RIA | RIA to RIA | Apr 30, 2026 | May 13, 2026 |
| Clayton John Cochran | Cynosure Portfolio Advisors LLC independent RIA | Pathstone independent RIA | RIA to RIA | Apr 30, 2026 | May 13, 2026 |
| Peter Palmer Bishop | Morgan Stanley wirehouse | Pathstone independent RIA | Wirehouse to independent RIA | Feb 19, 2026 | Aug 21, 2026 (183 d) |
| Jonathan Mcgregor Bordeau | Morgan Stanley wirehouse | Pathstone independent RIA | Wirehouse to independent RIA | Feb 19, 2026 | Mar 16, 2026 |
| Robyn C Varney | Morgan Stanley wirehouse | Pathstone independent RIA | Wirehouse to independent RIA | Feb 18, 2026 | Mar 16, 2026 |
| Alexander Robert Spear | Morgan Stanley wirehouse | Pathstone independent RIA | Wirehouse to independent RIA | Feb 16, 2026 | Mar 16, 2026 |
| Noah Christopher Clements | Cohesion Wealth Management, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Nov 5, 2025 | Jul 23, 2025 |
| Katelyn Marie Hart | Jordan Park Group LLC independent RIA | Pathstone independent RIA | RIA to RIA | Sep 2, 2025 | Sep 30, 2025 |
| Paige Mackenzie Dickman | Align Impact, LLC independent RIA | Pathstone independent RIA | RIA to RIA | May 16, 2025 | Oct 25, 2025 (162 d) |
| Kaili Chen | Trilogy Capital, Inc. independent RIA | Pathstone independent RIA | RIA to RIA | Feb 12, 2025 | Mar 6, 2025 |
| Cole Albert Sigurd Walton | Freestone Capital Management, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Jan 31, 2025 | May 1, 2025 (90 d) |
| Mackenzie Grace Miller | D.A. Davidson & Co. independent RIA | Pathstone independent RIA | RIA to RIA | Oct 8, 2024 | Jan 22, 2025 (106 d) |
| Nicholas Comella | Florida Financial Advisors, LLC BD affiliated | Pathstone independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Dec 9, 2024 (81 d) |
| Bliss Margaret Bernal | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | May 14, 2024 | May 17, 2024 |
| Eric John Kramer | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | May 8, 2024 | May 21, 2024 |
| Matthew Allen Wiles | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | May 8, 2024 | May 13, 2024 |
| Michael Lester Mcgowan | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | May 8, 2024 | May 15, 2024 |
| Alyssa Cassidy Do | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 15, 2024 | Apr 18, 2024 |
| Jeffrey M Durkin | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 15, 2024 | Apr 18, 2024 |
| Christine Haverly Basler | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 15, 2024 | Apr 21, 2024 |
| Maria Elizabeth Zesbaugh | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 15, 2024 | Apr 18, 2024 |
| Pascal Ambrose Lyon Brassey | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 15, 2024 | Apr 18, 2024 |
| Frank Fisher Mountcastle | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 15, 2024 | Apr 18, 2024 |
| Eliza Davison Leach | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 26, 2024 |
| Taylor Davison Gitcho | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 24, 2024 |
| Thomas Peter Gallanis | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 21, 2024 |
| Daniel William Barton | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 24, 2024 |
| Cassandra Marie Puhalla | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 21, 2024 |
| Emily Jane Mears | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | May 15, 2024 (33 d) |
| Kevin Richard Arnold | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 21, 2024 |
| Koleton Gruber | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 22, 2024 |
| Cassidy Steck | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 18, 2024 |
| Tenaya Rose Harrison-Morelock | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 18, 2024 |
| Justine Nicole Decoste | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Jan 1, 2025 (264 d) |
| Brennan C Mccormack | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 18, 2024 |
| James Matthew Walker | Crestone Asset Management LLC mixed wealth | Pathstone independent RIA | RIA to RIA | Apr 12, 2024 | Apr 21, 2024 |
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155 moves match.