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 Sepio Capital, LP
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 |
|---|---|---|---|---|---|
| Elizabeth Ann Murrell | Wells Fargo Advisors wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | Nov 12, 2021 | Jan 26, 2023 (440 d) |
| Steven William Edgren | Morgan Stanley wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | May 4, 2020 | Jul 27, 2021 (449 d) |
| John Herbert Beatson | Marshfield Associates independent RIA | Sepio Capital, LP independent RIA | RIA to RIA | Apr 24, 2019 | Jul 26, 2021 (824 d) |
| Andrew K Venturi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP other | Other | Jun 1, 2017 | Sep 11, 2017 (102 d) |
| Alfred Alden | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 18, 2017 | May 15, 2017 |
| Benjamin P Steed | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 18, 2017 | May 16, 2017 |
| Garrett Benjamin Hill | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | May 18, 2017 | May 30, 2021 (1473 d) |
| Hansen N Ringer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | May 18, 2017 | Aug 5, 2020 (1175 d) |
| Donald Bradford Edgren | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | May 15, 2017 | Jul 27, 2021 (1534 d) |
| Joshua Roger Carter | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | May 15, 2017 | Jul 29, 2021 (1536 d) |
| Roger Ashton Carter | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 15, 2017 | May 15, 2017 |
| Bonnie Jean Bakalar | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | Apr 3, 2017 | Jan 1, 2025 (2830 d) |
| King Chun Hung | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sepio Capital, LP independent RIA | Wirehouse to independent RIA | Jan 12, 2016 | Jul 27, 2021 (2023 d) |
| Christopher David Barlow | Fort Point Capital Partners LLC other | Sepio Capital, LP independent RIA | Other | Aug 21, 2008 | Dec 16, 2025 (6326 d) |
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14 moves match.