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 Intellectus 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 |
|---|---|---|---|---|---|
| Quinton Gerard Mcdermott | Spg Advisors LLC independent RIA | Intellectus Partners, LLC independent RIA | RIA to RIA | Mar 25, 2024 | Feb 7, 2024 |
| Maximillian Tobias Oxenbridge | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Intellectus Partners, LLC independent RIA | Wirehouse to independent RIA | May 3, 2022 | May 16, 2025 (1109 d) |
| Yen Wu | Robertson Stephens Advisors other | Intellectus Partners, LLC other | Other | May 25, 2017 | Jun 7, 2017 |
| David Joseph La Placa | Deutsche Bank Securities Inc. other | Intellectus Partners, LLC no RAUM | Other | Jul 9, 2015 | Jun 26, 2015 |
| Thomas Edgar Casey | Deutsche Bank Securities Inc. other | Intellectus Partners, LLC no RAUM | Other | Jul 9, 2015 | Jun 26, 2015 |
| Tina Ching Chan | Deutsche Bank Securities Inc. other | Intellectus Partners, LLC no RAUM | Other | Jul 9, 2015 | Jun 29, 2015 |
| Kelly Paul Morton | Deutsche Bank Securities Inc. other | Intellectus Partners, LLC no RAUM | Other | Jul 9, 2015 | Jun 29, 2015 |
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7 moves match.