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 Corient
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 |
|---|---|---|---|---|---|
| Peter Eliot Robbins | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 26, 2026 | Aug 27, 2026 |
| David Reed Hines | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 26, 2026 | Aug 21, 2026 |
| Thomas Madigan Pierce | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 26, 2026 | Aug 20, 2026 |
| Daniel Michael Lay | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 21, 2026 | Aug 13, 2026 |
| James Olver Flower | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 21, 2026 | Aug 17, 2026 |
| Margaret C Reinfried | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 21, 2026 | Aug 18, 2026 |
| John Severin Beliveau | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 20, 2026 | Aug 14, 2026 |
| Timothy P Griffin | H.M. Payson independent RIA | Corient independent RIA | RIA to RIA | Aug 20, 2026 | Aug 26, 2026 |
| Nima Alexander Movassaghi | Freestone Capital Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Aug 20, 2026 | Sep 15, 2026 |
| Adam Hulen Crumpler | J.P. Morgan Securities LLC wirehouse | Corient independent RIA | Wirehouse to independent RIA | Aug 10, 2026 | Aug 28, 2026 |
| James Tracy Hackney | Mrwm Capital Management, LLC asset manager | Corient independent RIA | Other | Aug 7, 2026 | Jul 20, 2026 |
| Laura Jane Davis | Mrwm Capital Management, LLC asset manager | Corient independent RIA | Other | Aug 7, 2026 | Jul 13, 2026 |
| Emme Elizabeth Phillips | Oneseven independent RIA | Corient independent RIA | RIA to RIA | Jul 27, 2026 | Jun 8, 2026 |
| Earle William Jarden | Beacon Trust independent RIA | Corient independent RIA | RIA to RIA | Jul 21, 2026 | Sep 2, 2026 (43 d) |
| Evan K Smith | Beacon Trust independent RIA | Corient independent RIA | RIA to RIA | Jul 21, 2026 | Jul 30, 2026 |
| B. Frank Voigt | Kestra Advisory Services, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Aug 18, 2026 (35 d) |
| Katherine Ann Robertson | Kestra Advisory Services, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Jul 27, 2026 |
| Jamie Christine Radke | Kestra Advisory Services, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Jul 28, 2026 |
| Shaelyn Sommer Boyer | Fisher Investments independent RIA | Corient independent RIA | RIA to RIA | Jun 23, 2026 | Sep 16, 2026 (85 d) |
| Paris Marie Griffin | Commonwealth Financial Network national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 23, 2026 | Aug 11, 2026 (49 d) |
| David Alan Sternberg | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 18, 2026 | Jul 8, 2026 |
| Daniel Aaron Jones | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 23, 2026 |
| Justin B Whelan | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 17, 2026 |
| Randal Lawrence Golden | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Aug 25, 2026 (69 d) |
| Frank Domenic Pellicori | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 18, 2026 |
| William David Proper | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jul 2, 2026 |
| David William Snyder | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 25, 2026 |
| Asha Tangri Goldstein | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 26, 2026 |
| Brian Joseph Quinn | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 29, 2026 |
| Lilian Lo | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 23, 2026 |
| Ilya Michael Zlotnik | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 25, 2026 |
| Brandon Lyon Intrater | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 29, 2026 |
| Greg Andrew Goldfeder | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 26, 2026 |
| Zackary Graham Meuser | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 25, 2026 |
| Rachel Ann Leahy | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 18, 2026 |
| Griffin Lau | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 22, 2026 |
| Morgan Jewelene Pruett | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 16, 2026 |
| Andrew Jay Sternberg | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 17, 2026 |
| Ted Russell Breiter | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 23, 2026 |
| Benjamin Bluman | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 23, 2026 |
| Nikita Praharaj | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 29, 2026 |
| Andrew Jeffrey Hitchcock Schuler | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 23, 2026 |
| Abigail Phillips | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 17, 2026 | Jun 22, 2026 |
| Thomas Andrew Barrett | Vivaldi Capital Management LP independent RIA | Corient independent RIA | RIA to RIA | Jun 16, 2026 | Jun 22, 2026 |
| Cade Robert Hammarquist | Ashton Thomas Private Wealth independent RIA | Corient independent RIA | RIA to RIA | Jun 12, 2026 | Jul 30, 2026 (48 d) |
| Benjamin Harold Uhing | J.P. Morgan Securities LLC wirehouse | Corient independent RIA | Wirehouse to independent RIA | Jun 1, 2026 | Jun 1, 2026 |
| Riya Mehra | Beacon Trust independent RIA | Corient independent RIA | RIA to RIA | May 28, 2026 | Aug 13, 2026 (77 d) |
| Jared Walker Sink | Fisher Investments independent RIA | Corient independent RIA | RIA to RIA | May 20, 2026 | Jun 9, 2026 |
| Jacob Christian Lyle | Plante Moran Financial Advisors independent RIA | Corient independent RIA | RIA to RIA | May 12, 2026 | Jun 2, 2026 |
| Craig James Isamu Tasa | Strategic Advisers LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | Apr 21, 2026 |
| Allyson Shea Eisenhower | Strategic Advisers LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | May 4, 2026 |
| Shawn M. Kennedy | Strategic Advisers LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | Apr 24, 2026 |
| Sarah J. Coates | Calamos Wealth Management LLC independent RIA | Corient independent RIA | RIA to RIA | Apr 24, 2026 | Apr 29, 2026 |
| Nicholas Kerr | Hapanowicz Financial independent RIA | Corient independent RIA | RIA to RIA | Apr 24, 2026 | Apr 21, 2026 |
| Sean Engel | Mariner BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2026 | Apr 23, 2026 |
| Mckay S Hardy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Corient independent RIA | Wirehouse to independent RIA | Apr 6, 2026 | Jun 12, 2026 (67 d) |
| Benjamin Michael Weinberg | Centura Wealth Advisory independent RIA | Corient independent RIA | RIA to RIA | Mar 2, 2026 | Mar 10, 2026 |
| Nathan Thomas Blair | Palo Alto Wealth Advisors, LLC independent RIA | Corient independent RIA | RIA to RIA | Feb 10, 2026 | Jan 21, 2026 |
| Ryan Kenneth Schmidt | Palo Alto Wealth Advisors, LLC independent RIA | Corient independent RIA | RIA to RIA | Feb 10, 2026 | Jan 16, 2026 |
| Simon Andrew Tryzna | Palo Alto Wealth Advisors, LLC independent RIA | Corient independent RIA | RIA to RIA | Feb 10, 2026 | Jan 20, 2026 |
Page 1 of 8Next
446 moves match.