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 Ballentine Partners

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
Connor O'BrienPathstone independent RIABallentine Partners independent RIARIA to RIAJul 1, 2026Jul 9, 2026
Cody R MccallumScs Capital Management LLC independent RIABallentine Partners independent RIARIA to RIAMar 30, 2026May 1, 2026 (32 d)
Eric Ryan GregoryMilestone Financial Planning, LLC independent RIABallentine Partners independent RIARIA to RIAAug 25, 2025Feb 19, 2026 (178 d)
Robert William PaoneShepherd Financial Partners, LLC independent RIABallentine Partners independent RIARIA to RIAAug 18, 2025Sep 3, 2025
Alisa Michelle FosterThe Wealth Consulting Group independent RIABallentine Partners independent RIARIA to RIAMar 25, 2025Dec 8, 2025 (258 d)
Suellen DurkinSandy Cove Advisors, LLC independent RIABallentine Partners independent RIARIA to RIAMar 21, 2025Mar 27, 2025
Nicholas Herbert MehlhornLPL Financial LLC BD affiliatedBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2024Jan 17, 2025
Alanna Paiva RobinsonScs Capital Management LLC independent RIABallentine Partners independent RIARIA to RIAOct 28, 2024Nov 25, 2024
Janie Marie MonroeCrestwood Advisors independent RIABallentine Partners independent RIARIA to RIAApr 3, 2024Apr 12, 2024
Collin Francis MacraeKeenan Financial independent RIABallentine Partners independent RIARIA to RIAAug 7, 2023Aug 30, 2023
Tara N OconnellBrighton Jones LLC independent RIABallentine Partners independent RIARIA to RIAAug 4, 2023May 9, 2024 (279 d)
Jonathan RadfordTd Private Client Wealth LLC BD affiliatedBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 28, 2023Aug 9, 2023
Janet Lynn SchwartzSandy Cove Advisors, LLC independent RIABallentine Partners independent RIARIA to RIAMar 16, 2023Nov 15, 2023 (244 d)
Megan Ann HaveyDavis Wealth Advisors independent RIABallentine Partners independent RIARIA to RIAJan 6, 2023Jan 31, 2023
Genevieve Elizabeth GeorgeHbks Wealth Advisors independent RIABallentine Partners independent RIARIA to RIAOct 3, 2022Oct 26, 2022
Robin Severud DempseyEagle Strategies LLC BD affiliatedBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2022Jul 26, 2022
Allison Rose RobinsonTwin Focus Capital Partners, LLC independent RIABallentine Partners independent RIARIA to RIAJun 16, 2022Feb 9, 2026 (1334 d)
Leeann MaxwellLPL Financial LLC BD affiliatedBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2022Feb 22, 2022
Michelle Herd SoufanTfc Financial Management Inc independent RIABallentine Partners independent RIARIA to RIAApr 8, 2021Apr 29, 2021
Lisa Jeanne LambCommonwealth Financial Network national BDBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2020Jan 22, 2021 (38 d)
Sean A EdwardsHamilton Capital independent RIABallentine Partners independent RIARIA to RIAApr 8, 2020Apr 21, 2020
Keenan Brent HenriquesCharles Schwab & Co., Inc. national BDBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2019May 28, 2019
David Ulrich SullivanCitizens Securities, Inc. BD affiliatedBallentine Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2019Apr 8, 2019
Emily P DunfordMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBallentine Partners independent RIAWirehouse to independent RIAJun 5, 2018Jun 29, 2018
Daniela Savova TruverGfo Advisory Services, LLC otherBallentine Partners independent RIAOtherDec 31, 2017Sep 24, 2018 (267 d)
David J FerraroCambridge Investment Research Advisors, Inc. otherBallentine Partners otherOtherSep 20, 2017Nov 21, 2017 (62 d)
Heather LongGrove Street Fiduciary, LLC otherBallentine Partners independent RIAOtherNov 18, 2016Nov 3, 2021 (1811 d)
Juan David Mejia TrujilloAmeriprise Financial Services, LLC national BDBallentine Partners otherOtherAug 22, 2016Dec 20, 2016 (120 d)
Christopher C ChandlerGfo Advisory Services, LLC otherBallentine Partners otherOtherApr 17, 2015Apr 27, 2015
Coventry Edwards-PittBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Michael Pasquale ChimentoBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Sheila Chen LawrenceBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Gregory Lambros PetersonBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 22, 2010
Andrew John McmorrowBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Kyle Judge SchafferBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Jayson Stephen DeangelisBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
William R. TickleBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Andrea Clare DubucBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 22, 2010
Samuel Vongsouthi GoughBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 22, 2010
Stephen A. MartoneBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
John Barry TubmanBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Adam William OchlisBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Adam M GrossmanBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Debra Anne WhitneyBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 23, 2010
Kyle Joseph TraceyBallentine Finn & Co Inc unclassifiedBallentine Partners otherOtherFeb 23, 2010Feb 22, 2010
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45 moves match.