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 Shepherd 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 |
|---|---|---|---|---|---|
| Anthony Joseph Ciaramitaro | Charter Oak Capital Management independent RIA | Shepherd Financial Partners, LLC independent RIA | RIA to RIA | Sep 18, 2025 | Mar 19, 2026 (182 d) |
| Christopher Michael Cogliano | Pear Tree Partners, LP asset manager | Shepherd Financial Partners, LLC independent RIA | Other | Jan 18, 2023 | Jul 17, 2024 (546 d) |
| Bruce Neil Goodman | LPL Financial LLC BD affiliated | Shepherd Financial Partners, LLC other | Other | Nov 17, 2020 | Oct 17, 2016 |
| Alexandria Morgan Nadworny | LPL Financial LLC other | Shepherd Financial Partners, LLC no RAUM | Other | Mar 3, 2016 | Sep 2, 2015 |
| Cynthia Rose Haddad | Special Needs Financial Planning LLC unclassified | Shepherd Financial Partners, LLC no RAUM | Other | Jun 16, 2011 | Sep 2, 2015 (1539 d) |
| Steven Francis St. Pierre | U.S. Financial Advisors other | Shepherd Financial Partners, LLC other | Other | Jul 5, 2007 | Dec 8, 2017 (3809 d) |
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6 moves match.