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 Fiduciary Financial 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 |
|---|---|---|---|---|---|
| J William Gimbel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fiduciary Financial Partners, LLC independent RIA | Wirehouse to independent RIA | Jul 28, 2026 | Aug 5, 2026 |
| Elias James Mellul | J.P. Morgan Securities LLC wirehouse | Fiduciary Financial Partners, LLC other | Other | Nov 23, 2016 | Jan 19, 2017 (57 d) |
| Nicholas Michael Economos | MML Investors Services, LLC other | Fiduciary Financial Partners, LLC other | Other | Aug 24, 2012 | Aug 10, 2012 |
| Miaciah Joseph Manuel | MML Investors Services, LLC other | Fiduciary Financial Partners, LLC other | Other | Aug 24, 2012 | Aug 10, 2012 |
| John Bishop Hillman | MML Investors Services, LLC other | Fiduciary Financial Partners, LLC other | Other | Aug 20, 2012 | Aug 10, 2012 |
| Dawn Marie Slawson | Chase Investment Services Corp. other | Fiduciary Financial Partners, LLC other | Other | May 22, 2012 | Aug 19, 2013 (454 d) |
| John David Eberle | J.P. Morgan Securities LLC wirehouse | Fiduciary Financial Partners, LLC other | Other | Feb 16, 2011 | Feb 22, 2011 |
Page 1 of 1
7 moves match.