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 Isthmus 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
Margaret Elizabeth McneilBbr Partners, LLC independent RIAIsthmus Partners, LLC independent RIARIA to RIAMar 13, 2026Apr 13, 2026 (31 d)
Brandon A CloeteRobert W. Baird & Co. Incorporated mixed wealthIsthmus Partners, LLC independent RIARIA to RIAAug 16, 2022Aug 15, 2022
Rebecca A WiegandRobert W. Baird & Co. Incorporated mixed wealthIsthmus Partners, LLC independent RIARIA to RIAFeb 26, 2019Jan 1, 2026 (2501 d)
Victor Enrique RodriguezRobert W. Baird & Co. Incorporated otherIsthmus Partners, LLC no RAUMOtherJun 5, 2014Jun 26, 2014
David A HackworthyRobert W. Baird & Co. Incorporated otherIsthmus Partners, LLC independent RIAOtherJun 5, 2014Sep 26, 2023 (3400 d)
Joel Carter McneilRobert W. Baird & Co. Incorporated otherIsthmus Partners, LLC no RAUMOtherJun 5, 2014Jun 26, 2014
Frank Joseph GambinoRobert W. Baird & Co. Incorporated otherIsthmus Partners, LLC independent RIAOtherJun 5, 2014Jan 21, 2025 (3883 d)
Noel David GoeddelHolt-Smith Advisors otherIsthmus Partners, LLC otherOtherAug 23, 2012May 26, 2016 (1372 d)
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8 moves match.