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 Robertson Stephens

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
Joel Richard HelzerT. Rowe Price Associates, Inc. asset managerRobertson Stephens independent RIAOtherSep 8, 2026Sep 4, 2026
Joshua C YoungBakeravenue independent RIARobertson Stephens independent RIARIA to RIAAug 3, 2026Aug 5, 2026
Carol Beth NulmanHightower Advisors, LLC BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2025Oct 9, 2025
Hunter NorteHightower Advisors, LLC BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2025Oct 8, 2025
Richard Samuel LewisHightower Advisors, LLC BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2025Oct 7, 2025
Megan Theresa GrandmaisonHightower Advisors, LLC BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2025Jan 1, 2026 (93 d)
Leah Diane AdamucciBaldwin Wealth Partners, LLC independent RIARobertson Stephens independent RIARIA to RIAJul 29, 2025Jul 30, 2025
Becky Biru KuangJ.P. Morgan Securities LLC wirehouseRobertson Stephens independent RIAWirehouse to independent RIAJan 12, 2025Jul 21, 2026 (555 d)
Thomas Robert CherneskyCafg Wealth Management, Inc. independent RIARobertson Stephens independent RIARIA to RIAOct 25, 2024Oct 7, 2024
John Patrick DornCafg Wealth Management, Inc. independent RIARobertson Stephens independent RIARIA to RIAOct 25, 2024Oct 4, 2024
Daniel Allen ZarzynskiCafg Wealth Management, Inc. independent RIARobertson Stephens independent RIARIA to RIAOct 25, 2024Oct 3, 2024
Joshua Nmn FreedmanRatio Wealth Group LLC independent RIARobertson Stephens independent RIARIA to RIAAug 28, 2024Jul 31, 2024
Graham Christy GerlachRatio Wealth Group LLC independent RIARobertson Stephens independent RIARIA to RIAAug 28, 2024Aug 7, 2024
Rebecca E NeilsRatio Wealth Group LLC independent RIARobertson Stephens independent RIARIA to RIAAug 28, 2024Jul 30, 2024
Derek Jeffrey ScarthRatio Wealth Group LLC independent RIARobertson Stephens independent RIARIA to RIAAug 28, 2024Jul 30, 2024
Shawn Patrick WallaceRatio Wealth Group LLC independent RIARobertson Stephens independent RIARIA to RIAAug 28, 2024Jul 31, 2024
David John ReichleRain Capital Management independent RIARobertson Stephens independent RIARIA to RIAAug 26, 2024Jul 1, 2024
Christopher Enrico AbbruzzeseRain Capital Management independent RIARobertson Stephens independent RIARIA to RIAAug 26, 2024Jul 12, 2024
Chingyee Ellen KimRain Capital Management independent RIARobertson Stephens independent RIARIA to RIAAug 26, 2024Jul 1, 2024
Mary Reid AlpersThree Points Financial, Inc. independent RIARobertson Stephens independent RIARIA to RIAJun 7, 2024May 16, 2024
William ThrushHightower Advisors, LLC BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2024Mar 14, 2024
Thomas Francis HagerstromHaymarket Wealth Management LLC independent RIARobertson Stephens independent RIARIA to RIAMar 7, 2024Jul 11, 2023
Meghan G RumpHightower Advisors, LLC BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIAFeb 29, 2024Mar 8, 2024
Charles Anderson SimmondsRockefeller Capital Management BD affiliatedRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIANov 27, 2023Sep 30, 2025 (673 d)
Thomas BrunoWells Fargo Advisors wirehouseRobertson Stephens independent RIAWirehouse to independent RIANov 13, 2023Nov 5, 2023
Joseph Patrick DelaneyLifeguard Wealth, LLC unclassifiedRobertson Stephens independent RIAOtherOct 16, 2023Oct 3, 2023
John L GilliganMercer Global Advisors Inc. independent RIARobertson Stephens independent RIARIA to RIAMar 20, 2023Mar 29, 2023
Matthew Andrew LauLfs Wealth Advisors independent RIARobertson Stephens independent RIARIA to RIAFeb 13, 2023Dec 16, 2022
Brandon E FryeVodia Capital, LLC independent RIARobertson Stephens independent RIARIA to RIADec 20, 2022Dec 9, 2022
Avi DeutschVodia Capital, LLC independent RIARobertson Stephens independent RIARIA to RIADec 20, 2022Dec 13, 2022
Janet Lyn ShettyVodia Capital, LLC independent RIARobertson Stephens independent RIARIA to RIADec 20, 2022Dec 9, 2022
Henry Luce HagenbuchMercer Global Advisors Inc. independent RIARobertson Stephens independent RIARIA to RIAJan 7, 2022Oct 8, 2021
Keith LarkinWells Fargo Advisors wirehouseRobertson Stephens independent RIAWirehouse to independent RIADec 10, 2021Dec 1, 2021
Rick Lane TaskerEpoch Consulting Group institutionalRobertson Stephens independent RIAOtherOct 27, 2021Oct 6, 2021
Karen Lynn McclintockLsia independent RIARobertson Stephens independent RIARIA to RIAOct 6, 2021Oct 11, 2021
William Richard PolenskeWells Fargo Advisors wirehouseRobertson Stephens independent RIAWirehouse to independent RIASep 24, 2021Sep 17, 2021
Christopher Lykes KnappCollaboration Capital LLC independent RIARobertson Stephens independent RIARIA to RIAFeb 2, 2021Jan 29, 2021
Annelise BovetCollaboration Capital LLC independent RIARobertson Stephens independent RIARIA to RIAFeb 2, 2021Jan 29, 2021
Pamela Heidi FriedmanSilicon Hills Wealth Management independent RIARobertson Stephens independent RIARIA to RIAMar 24, 2020Apr 1, 2020
Zachary Wilson PerrySeaplane Partners, LLC independent RIARobertson Stephens independent RIARIA to RIAMar 17, 2020Mar 3, 2020
Frank Thomas CorradoBlue Blaze Financial Advisors, LLC independent RIARobertson Stephens independent RIARIA to RIANov 26, 2019Sep 26, 2019
Kevin Richard TaltyBlue Blaze Financial Advisors, LLC independent RIARobertson Stephens independent RIARIA to RIANov 26, 2019Sep 26, 2019
David Bieler MatiasVodia Ventures, LLC unclassifiedRobertson Stephens independent RIAOtherNov 20, 2019Dec 14, 2022 (1120 d)
Michael Dean RidgewayColumbia Pacific Wealth Management independent RIARobertson Stephens independent RIARIA to RIASep 11, 2019Oct 2, 2020 (387 d)
Julie Niles SteinmanRBC Capital Markets, LLC national BDRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2019May 31, 2019
Erik Richards BoeRBC Capital Markets, LLC national BDRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2019May 31, 2019
Brian William PostRBC Capital Markets, LLC national BDRobertson Stephens independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2019May 31, 2019
John Carlo BernabeiSeaplane Partners, LLC no RAUMRobertson Stephens independent RIAOtherMar 9, 2018Mar 3, 2020 (725 d)
Michael James CurleyJ.P. Morgan Private Wealth Advisors LLC otherRobertson Stephens independent RIAOtherJul 7, 2016Jan 27, 2025 (3126 d)
John On-Kwok LauGirard Securities, Inc. otherRobertson Stephens independent RIAOtherDec 31, 2012Dec 16, 2022 (3637 d)
John George MurrayDeutsche Bank Securities Inc. otherRobertson Stephens independent RIAOtherFeb 28, 2005Sep 27, 2021 (6055 d)
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51 moves match.