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 55 North Private Wealth
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 |
|---|---|---|---|---|---|
| Andrew Joseph Birkmire | Independent Financial Partners BD affiliated | 55 North Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Dec 17, 2024 |
| Joshua Michael Andrews | Hightower Advisors, LLC BD affiliated | 55 North Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2024 | May 30, 2024 (41 d) |
| Michael Ross Ackerman | Corient independent RIA | 55 North Private Wealth independent RIA | RIA to RIA | Aug 7, 2023 | Mar 4, 2024 (210 d) |
| Stephen Armfield Curley | Eaton Vance Wateroak Advisors independent RIA | 55 North Private Wealth independent RIA | RIA to RIA | Jul 20, 2021 | Apr 23, 2024 (1008 d) |
| Darrell Craig Devaney | LPL Financial LLC other | 55 North Private Wealth independent RIA | Other | Feb 10, 2012 | Dec 18, 2024 (4695 d) |
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5 moves match.