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 Chapin Davis Asset Management

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
Scott John SeidlNorthcoast Research Partners, LLC state registeredChapin Davis Asset Management independent RIAOtherAug 7, 2025Jul 10, 2025
Joseph Crawford PaulTrident Advisors Inc independent RIAChapin Davis Asset Management independent RIARIA to RIAFeb 6, 2025Jan 9, 2019
Michael Ed Reynolds1914 Advisors independent RIAChapin Davis Asset Management independent RIARIA to RIADec 2, 2022Dec 8, 2022
Robert James KaehlerAvantax Advisory Services BD affiliatedChapin Davis Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2022Jan 16, 2024 (683 d)
Sandra Lee HarperJanney Montgomery Scott LLC BD affiliatedChapin Davis Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2021May 6, 2021
Steven Allan KurzweilCambridge Investment Research Advisors, Inc. BD affiliatedChapin Davis Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2021Jan 8, 2025 (1379 d)
Daniel RonisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseChapin Davis Asset Management independent RIAWirehouse to independent RIAMay 21, 2019May 23, 2019
Carol ScicchitanoPhiladelphia Partners Capital Management, LLC no RAUMChapin Davis Asset Management independent RIAOtherJun 12, 2018Jun 13, 2018
John Stuart CrainSummit Financial Group Inc otherChapin Davis Asset Management otherOtherMar 6, 2018Mar 1, 2018
Katie Lynn HughesWells Fargo Advisors wirehouseChapin Davis Asset Management otherOtherAug 8, 2017Sep 13, 2017 (36 d)
David R GrayEquitable Advisors, LLC national BDChapin Davis Asset Management otherOtherMar 4, 2015Sep 1, 2015 (181 d)
Diane Lynn BuchananMorgan Stanley wirehouseChapin Davis Asset Management otherOtherJun 7, 2013May 13, 2013
Thomas E JesterMorgan Stanley wirehouseChapin Davis Asset Management otherOtherJun 7, 2013May 14, 2013
Carl Michael WilliamsWilliams Investment Network, Inc. unclassifiedChapin Davis Asset Management otherOtherDec 31, 2012Apr 16, 2013 (106 d)
Charles Timothy HurttWells Fargo Advisors wirehouseChapin Davis Asset Management otherOtherJun 20, 2012May 24, 2012
Dawn Gwen WeberWells Fargo Advisors wirehouseChapin Davis Asset Management independent RIAWirehouse to independent RIAJan 11, 2012Aug 22, 2024 (4607 d)
David John HuyaPrimerica Advisors national BDChapin Davis Asset Management otherOtherJan 6, 2012Jan 4, 2012
Christopher Adin SnowlingPnc Wealth Management otherChapin Davis Asset Management otherOtherJan 4, 2012Jan 3, 2012
Bryan Dean MyersStrategic Asset Management, Ltd. unclassifiedChapin Davis Asset Management otherOtherDec 22, 2010Oct 12, 2011 (294 d)
Keith Lawrence MurrayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseChapin Davis Asset Management otherOtherNov 18, 2009Nov 13, 2009
Thomas Nelson ThibeaultUBS Financial Services Inc. wirehouseChapin Davis Asset Management otherOtherOct 6, 2009Oct 16, 2009
Craig Bentley DiamondWells Fargo Advisors wirehouseChapin Davis Asset Management otherOtherJun 1, 2009May 29, 2009
Francis Alexander FrischWells Fargo Advisors wirehouseChapin Davis Asset Management otherOtherJun 1, 2009May 29, 2009
Charles Taliaferro BaileyUBS Financial Services Inc. wirehouseChapin Davis Asset Management otherOtherMay 13, 2009May 4, 2009
Deborah Ann WilliamsCitigroup Global Markets Inc. otherChapin Davis Asset Management otherOtherApr 13, 2009Apr 1, 2009
Grier G MayWells Fargo Advisors wirehouseChapin Davis Asset Management independent RIAWirehouse to independent RIAJan 14, 2009Feb 10, 2020 (4044 d)
Mary Kaliope BraunRaymond James Financial Services, Inc. unclassifiedChapin Davis Asset Management otherOtherApr 28, 2008Apr 28, 2008
George Thomas GreweRaymond James Financial Services, Inc. unclassifiedChapin Davis Asset Management otherOtherApr 28, 2008Apr 24, 2008
Claudette Louise BoudreauxMorgan Stanley Dw Inc. unclassifiedChapin Davis Asset Management otherOtherAug 29, 2005Aug 24, 2005
Richard John DenardiM&T Securities, Inc. unclassifiedChapin Davis Asset Management otherOtherAug 4, 2005Oct 19, 2012 (2633 d)
Steven Allan KurzweilMorgan Stanley Dw Inc. unclassifiedChapin Davis Asset Management otherOtherJan 13, 2005Nov 17, 2011 (2499 d)
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31 moves match.