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 Cable Hill 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.

AdvisorFromToTypeLeftRegistered
Meredith Appell StewartAmeriprise Financial Services, LLC national BDCable Hill Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2023Sep 19, 2023 (49 d)
Bethany Rachelle PurkapileSloy, Dahl & Holst, LLC mixed wealthCable Hill Partners, LLC independent RIARIA to RIAFeb 2, 2023Feb 8, 2023
Todd Robert HobsonSteward Partners Investment Solutions, LLC independent RIACable Hill Partners, LLC independent RIARIA to RIAJan 20, 2023Jan 12, 2023
Jeremiah Dallas GallingtonFisher Investments independent RIACable Hill Partners, LLC independent RIARIA to RIAJun 27, 2022Jul 7, 2022
Charles A PetitjeanBarker Wealth Management, LLC independent RIACable Hill Partners, LLC independent RIARIA to RIAMay 24, 2022May 31, 2022
Anthony Christopher RueLPL Financial LLC independent RIACable Hill Partners, LLC independent RIARIA to RIAApr 21, 2022May 3, 2022
Robert Warren YoungFisher Investments independent RIACable Hill Partners, LLC independent RIARIA to RIAJun 8, 2021Jun 29, 2021
Reem Yousef Rizk-HunterRaymond James Financial Services Advisors, Inc BD affiliatedCable Hill Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2021Jul 14, 2021 (42 d)
Anna Katherine ShawFisher Investments independent RIACable Hill Partners, LLC independent RIARIA to RIAMay 26, 2021Jul 2, 2021 (37 d)
Christopher James McraeFisher Investments independent RIACable Hill Partners, LLC independent RIARIA to RIADec 7, 2020Dec 15, 2020
Ryan J ChristensenManulife Investment Management (US) LLC asset managerCable Hill Partners, LLC independent RIAOtherApr 7, 2020May 14, 2020 (37 d)
Andrea Joy EasterlingKms Financial Services, Inc BD affiliatedCable Hill Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2019Jun 5, 2019
Eric Russell LochnerBeacon Rock Partners independent RIACable Hill Partners, LLC independent RIARIA to RIAApr 1, 2019Dec 14, 2018
James Michael TaylorVersant Capital Management, Inc. independent RIACable Hill Partners, LLC independent RIARIA to RIADec 20, 2018Dec 26, 2018
Kendall Bate AchesonRaymond James & Associates, Inc. national BDCable Hill Partners, LLC otherOtherJun 27, 2017Jun 23, 2017
Eric YanFisher Investments otherCable Hill Partners, LLC independent RIAOtherSep 29, 2016Jun 26, 2018 (635 d)
Jeffrey Allan GatesTpg Financial Advisors, LLC otherCable Hill Partners, LLC otherOtherJun 17, 2016May 20, 2016
David Brian ChristianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCable Hill Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 4, 2014Feb 28, 2014
Kendra Elizabeth BillerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCable Hill Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 4, 2014Mar 5, 2014
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19 moves match.