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 Columbia Advisory 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
Thomas BingeCetera Investment Advisers LLC BD affiliatedColumbia Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2026May 21, 2026
Joseph Patrick ThomasCetera Investment Advisers LLC BD affiliatedColumbia Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2026Feb 18, 2026
Paul Werner FelschAllspring Funds Management, LLC asset managerColumbia Advisory Partners, LLC independent RIAOtherMar 6, 2025Mar 5, 2025
Daniel BennettAshton Thomas Private Wealth independent RIAColumbia Advisory Partners, LLC independent RIARIA to RIAOct 10, 2024Nov 27, 2024 (48 d)
Susan Marie MarshallGriffiths, Dreher & Evans, P.S., Cpas independent RIAColumbia Advisory Partners, LLC independent RIARIA to RIASep 23, 2024Sep 13, 2024
Brian John SchaferEdward Jones national BDColumbia Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2023Feb 24, 2023
Tyson Samuel BlakePruco Securities, LLC BD affiliatedColumbia Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2019Apr 26, 2019
Matthew David FoustMariner Advisor Network independent RIAColumbia Advisory Partners, LLC independent RIARIA to RIAMay 31, 2018May 30, 2018
Kyle Thomas KniggePruco Securities, LLC BD affiliatedColumbia Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2018Jan 9, 2018
Gregory John AndrewsSearchlight Investments, LLC unclassifiedColumbia Advisory Partners, LLC independent RIAOtherMar 3, 2017Feb 6, 2017
Leanne Ozaine SmithLPL Financial LLC otherColumbia Advisory Partners, LLC independent RIAOtherOct 8, 2016Oct 3, 2016
Skyler Craig FredricksonBrookstone Capital Management LLC otherColumbia Advisory Partners, LLC independent RIAOtherJun 29, 2016Jun 30, 2016
Gordon Spencer CampbellNorthwestern Mutual Investment Services,LLC no RAUMColumbia Advisory Partners, LLC independent RIAOtherMay 4, 2016Apr 27, 2016
Steven T LarsenCjb Financial Group LLC unclassifiedColumbia Advisory Partners, LLC independent RIAOtherMay 2, 2016Jun 17, 2014
Mark Alan BoroughCetera Advisor Networks LLC otherColumbia Advisory Partners, LLC independent RIAOtherApr 20, 2016Jun 9, 2016 (50 d)
Jeremy Daniel RussellWaddell & Reed otherColumbia Advisory Partners, LLC independent RIAOtherMar 22, 2016Mar 15, 2016
John F BevanCjb Financial Group LLC unclassifiedColumbia Advisory Partners, LLC independent RIAOtherMar 16, 2016Mar 16, 2016
Todd Joseph RabalaisPeak American Investment Advisors, Inc. independent RIAColumbia Advisory Partners, LLC independent RIARIA to RIAJul 24, 2015Jul 18, 2016 (360 d)
Justin PullaroSignator Financial Services, Inc. otherColumbia Advisory Partners, LLC independent RIAOtherOct 21, 2009Dec 15, 2021 (4438 d)
Page 1 of 1
19 moves match.