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 Portola Partners
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 |
|---|---|---|---|---|---|
| April Michelle Sullivan | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | May 23, 2022 (874 d) |
| Zachary Aaron Herlick | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Justin Rodman Mandly | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Kc Richard Corkery | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Jeffrey Nmn Lin | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Brianna Marie Mariolle | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Catherine Ann Pitts | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Gustavo Pires De Oliveira Dias | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Andrew Duncan Porter | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Matthew Jordan Santos | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Dec 31, 2019 | Mar 10, 2020 (70 d) |
| Andrew Ferris Boothe | Brownson, Rehmus & Foxworth, Inc. independent RIA | Portola Partners independent RIA | RIA to RIA | Jan 2, 2019 | Jun 26, 2020 (541 d) |
| Steven Robinson Rehmus | Brf Aspen, LLC unclassified | Portola Partners independent RIA | Other | Oct 5, 2018 | Mar 10, 2020 (522 d) |
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12 moves match.