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 Painted Porch 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Katharine Lynn Newell | J.P. Morgan Securities LLC wirehouse | Painted Porch Advisors LLC independent RIA | Wirehouse to independent RIA | Jul 31, 2025 | Oct 8, 2025 (69 d) |
| Nicholas Scott Thanaet | Commonwealth Financial Network national BD | Painted Porch Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2024 | Jan 24, 2025 (56 d) |
| Justin Michael Vlaanderen | Maia Wealth independent RIA | Painted Porch Advisors LLC independent RIA | RIA to RIA | Jul 13, 2023 | Jul 20, 2023 |
| Gregg Desmond Hackethal | Gregg Hackethal, Investment Counsel other | Painted Porch Advisors LLC independent RIA | Other | Sep 1, 2022 | Apr 7, 2022 |
| Megan Kendall Van Den Mar | West Coast Financial, LLC independent RIA | Painted Porch Advisors LLC no RAUM | RIA to a newly registered adviser | Aug 8, 2019 | Jan 2, 2020 (147 d) |
| Brian Dennis Lloyd | West Coast Financial, LLC independent RIA | Painted Porch Advisors LLC independent RIA | RIA to RIA | Jun 17, 2019 | Jan 29, 2020 (226 d) |
Page 1 of 1
6 moves match.