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 Thayer 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 |
|---|---|---|---|---|---|
| Marci Gale Silverman | Linder Financial Services, Inc. independent RIA | Thayer Partners LLC mixed wealth | RIA to RIA | Oct 29, 2025 | Oct 14, 2025 |
| Lori Morell | Linder Financial Services, Inc. independent RIA | Thayer Partners LLC mixed wealth | RIA to RIA | Oct 29, 2025 | Oct 9, 2025 |
| Timothy Paul Kriegel | Linder Financial Services, Inc. independent RIA | Thayer Partners LLC independent RIA | RIA to RIA | Oct 29, 2025 | Aug 21, 2026 (296 d) |
| Joseph Francis Ciliberti | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Thayer Partners LLC mixed wealth | Wirehouse to independent RIA | Jun 4, 2024 | Jun 11, 2024 |
| David Stanley Beckwith | Rinet Company, LLC independent RIA | Thayer Partners LLC independent RIA | RIA to RIA | Dec 31, 2021 | Jul 11, 2022 (192 d) |
| John Christopher Wilmerding | Commonwealth Financial Network national BD | Thayer Partners LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2018 | Jun 9, 2020 (812 d) |
| Deborah Ann Deckman | Lovett Advisors LLC independent RIA | Thayer Partners LLC mixed wealth | RIA to RIA | Feb 20, 2018 | Oct 28, 2019 (615 d) |
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7 moves match.