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 Shade Tree Advisors 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
Nicholas Anthony ColangeloGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2025Jul 30, 2025
Keith R. EgbertGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2025Apr 9, 2025
George GhobrielGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 29, 2024Feb 16, 2024
Abigail P RaffertyGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 26, 2024Feb 16, 2024
Mark Crawford JensenGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Nov 7, 2023
Thomas A BurkeGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2023May 16, 2023
Matthew Thomas LawsonRockefeller Capital Management mixed wealthShade Tree Advisors LLC independent RIARIA to RIAJun 1, 2023Jun 30, 2023
Timothy Charles MacheroneGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2022Apr 7, 2022
Stephen Michael Cutting-MillerContinuum Wealth Advisors, LLC independent RIAShade Tree Advisors LLC independent RIARIA to RIAFeb 7, 2022Mar 8, 2022
Madeline Grace JohnsonGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2021Sep 30, 2021
Ryan Patrick MclaughlinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseShade Tree Advisors LLC independent RIAWirehouse to independent RIAJun 16, 2021Aug 23, 2021 (68 d)
Bridget HoranUBS Financial Services Inc. wirehouseShade Tree Advisors LLC independent RIAWirehouse to independent RIAOct 30, 2020Aug 1, 2023 (1005 d)
Matthew Todd SalisburyGoldman Sachs Wealth Services, L.P. BD affiliatedShade Tree Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2019Aug 24, 2021 (742 d)
Adrienne Marie KnappGoldman Sachs Wealth Services, L.P. otherShade Tree Advisors LLC independent RIAOtherNov 7, 2017Aug 24, 2021 (1386 d)
Heather FoxGoldman Sachs Wealth Services, L.P. otherShade Tree Advisors LLC independent RIAOtherSep 11, 2017Mar 25, 2019 (560 d)
Kyle Paul BoniGoldman Sachs Wealth Services, L.P. otherShade Tree Advisors LLC independent RIAOtherSep 11, 2017Jan 30, 2020 (871 d)
Andrei A BelovCitigroup Global Markets Inc. otherShade Tree Advisors LLC independent RIAOtherSep 9, 2015Sep 7, 2021 (2190 d)
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17 moves match.