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 Columbia Pacific Wealth Management

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
Alexa SchmidtCrowdstreet Advisors, LLC mixed wealthColumbia Pacific Wealth Management independent RIARIA to RIANov 1, 2022Jan 10, 2023 (70 d)
Ghazaleh NekuiMorgan Stanley wirehouseColumbia Pacific Wealth Management independent RIAWirehouse to independent RIAJun 24, 2022Aug 8, 2022 (45 d)
Amanda Kennedy SkrivanichFidelity Personal And Workplace Advisors BD affiliatedColumbia Pacific Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2022Feb 7, 2022
Sean Patrick O'ConnorLido independent RIAColumbia Pacific Wealth Management independent RIARIA to RIANov 17, 2020Mar 2, 2021 (105 d)
Nathaniel Taylor HaskellCresset Asset Management, LLC independent RIAColumbia Pacific Wealth Management independent RIARIA to RIAMay 27, 2020Jun 3, 2020
Carmen Alexandra IamandiiUBS Financial Services Inc. wirehouseColumbia Pacific Wealth Management independent RIAWirehouse to independent RIAApr 5, 2019May 3, 2019
Harold Everett PetersonMission Hill Advisors, LLC no RAUMColumbia Pacific Wealth Management independent RIAOtherJan 12, 2019Jan 14, 2019
Kira Leigh ScottIntegrated Wealth Strategies, LLC independent RIAColumbia Pacific Wealth Management independent RIARIA to RIAAug 8, 2018Jan 9, 2019 (154 d)
Constandina CarkonenUBS Financial Services Inc. wirehouseColumbia Pacific Wealth Management independent RIAWirehouse to independent RIAApr 3, 2018Apr 23, 2018
Craige Marcello BerteroJ.P. Morgan Securities LLC wirehouseColumbia Pacific Wealth Management otherOtherMay 10, 2017Jun 22, 2017 (43 d)
Daniel Paul DamondJ.P. Morgan Securities LLC wirehouseColumbia Pacific Wealth Management otherOtherMay 10, 2017Jun 23, 2017 (44 d)
James Mathew FritsKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2017Jun 1, 2015
Theodore William BeebeJ.P. Morgan Securities LLC wirehouseColumbia Pacific Wealth Management otherOtherApr 28, 2017Sep 28, 2017 (153 d)
Michael Christian BrooksCornerstone Advisors Inc otherColumbia Pacific Wealth Management otherOtherApr 18, 2017May 16, 2017
Rodney Allen BenchKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherApr 7, 2017Jun 1, 2015
Joseph Patrick StreckerKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 13, 2015
Brian Douglas OrtonKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 26, 2015
Keith R CapassoKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 13, 2015
Derek Ashton CrumpKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 13, 2015
Kory Christiaan LackeyKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 13, 2015
Matthew Christopher KaneKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 13, 2015
Ha NguyenKibble & Prentice Holding Company otherColumbia Pacific Wealth Management otherOtherMay 1, 2015May 13, 2015
Taylor Louis KoivuBrighton Jones LLC otherColumbia Pacific Wealth Management otherOtherApr 22, 2013May 27, 2013 (35 d)
Tyler Scott Ward GaspardBrighton Jones LLC otherColumbia Pacific Wealth Management otherOtherNov 21, 2011Dec 1, 2011
Peder Andrew SchmitzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseColumbia Pacific Wealth Management otherOtherMar 1, 2011Dec 6, 2011 (280 d)
Troy Collins WingfieldBmo Family Office, LLC otherColumbia Pacific Wealth Management independent RIAOtherDec 8, 2010Sep 23, 2021 (3942 d)
Michael Dean RidgewaySteelhead Partners, LLC otherColumbia Pacific Wealth Management independent RIAOtherSep 21, 2006Sep 5, 2018 (4367 d)
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27 moves match.