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 Nilsine 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 |
|---|---|---|---|---|---|
| Liliya Tchistiak | Presidio Capital Management, LLC independent RIA | Nilsine Partners, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Jun 23, 2026 (118 d) |
| Tanner John Sterk | Wela Strategies, Inc. independent RIA | Nilsine Partners, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Jul 21, 2026 (210 d) |
| Elizabeth A Landsinger | Alliancebernstein L.P. asset manager | Nilsine Partners, LLC independent RIA | Other | Apr 7, 2025 | Apr 23, 2025 |
| Devin B Pope | Albion Financial Group independent RIA | Nilsine Partners, LLC independent RIA | RIA to RIA | Jan 29, 2024 | Apr 17, 2023 |
| Christine S Wang | Schwab Wealth Advisory, Inc. no RAUM | Nilsine Partners, LLC independent RIA | Other | Apr 17, 2023 | Aug 15, 2023 (120 d) |
| Daniel William Weeks | Umb Private Wealth Management, LLC independent RIA | Nilsine Partners, LLC independent RIA | RIA to RIA | Nov 22, 2022 | Nov 22, 2022 |
| Teresa Lee Friess | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Nilsine Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 20, 2021 | Sep 17, 2021 |
| Brett Robert Bills | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Nilsine Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 20, 2021 | Sep 17, 2021 |
| R Scott Bills | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Nilsine Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 20, 2021 | Sep 17, 2021 |
| Aaron Patrick Seeman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Nilsine Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 20, 2021 | Sep 17, 2021 |
| Joshua P Deloach | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Nilsine Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 20, 2021 | Sep 17, 2021 |
| Madeline Anderson Testwuide | Eaton Vance Management mixed wealth | Nilsine Partners, LLC independent RIA | RIA to RIA | May 9, 2018 | Apr 24, 2025 (2542 d) |
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12 moves match.