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 Tfo Family Office 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
Emily Ann AepelbacherPlante Moran Financial Advisors independent RIATfo Family Office Partners independent RIARIA to RIASep 5, 2023Oct 31, 2023 (56 d)
Kevin Dennis CowanVanguard Advisers, Inc. BD affiliatedTfo Family Office Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 7, 2023Feb 16, 2023
Megan Midori Kawasaki-MasonVersant Capital Management, Inc. independent RIATfo Family Office Partners independent RIARIA to RIANov 9, 2022Dec 2, 2022
Zachary Alan GrantVanguard Advisers, Inc. BD affiliatedTfo Family Office Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2022Mar 7, 2022
Brian Terrence PoeVersant Capital Management, Inc. independent RIATfo Family Office Partners independent RIARIA to RIAFeb 17, 2022Mar 23, 2022 (34 d)
Clayton Jeffrey CauppTandem Wealth Advisors independent RIATfo Family Office Partners independent RIARIA to RIAFeb 1, 2022Feb 23, 2022
James Theodore TegelerLnw independent RIATfo Family Office Partners independent RIARIA to RIAJan 5, 2022Mar 14, 2022 (68 d)
Jake Ryan MollerBurton Enright Welch independent RIATfo Family Office Partners independent RIARIA to RIAJul 19, 2021Aug 31, 2021 (43 d)
William Marshall CummingsUBS Financial Services Inc. wirehouseTfo Family Office Partners independent RIAWirehouse to independent RIAMay 10, 2021Jun 14, 2021 (35 d)
Cyrus Askari BaravatiSchwab Wealth Advisory, Inc. BD affiliatedTfo Family Office Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2019Jul 3, 2019 (33 d)
Jill Anne HerbertDelco Investment Advisors, LLC no RAUMTfo Family Office Partners no RAUMOtherFeb 1, 2012Jan 12, 2012
Mason Gabriel LongstrethGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 12, 2011Jan 12, 2012 (31 d)
David Allen BloomGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 12, 2011Jan 12, 2012 (31 d)
Kim Kyung Nan LlumiquingaGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 5, 2011Jan 12, 2012 (38 d)
Connor Charles HumphreyGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 5, 2011Jan 12, 2012 (38 d)
Charles Robert CarrollGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 30, 2011Jan 20, 2012 (51 d)
Damon Todd MillerGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 30, 2011Jan 12, 2012 (43 d)
Jacqueline Fischl WeflenGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 23, 2011Jan 12, 2012 (50 d)
Brittany Leigh GenzaleGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 23, 2011Jan 12, 2012 (50 d)
Geoffrey Cong Khanh TranGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 23, 2011Jan 12, 2012 (50 d)
Scott Michael HornGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 10, 2011Jan 20, 2012 (71 d)
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21 moves match.