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 Osprey Private Wealth 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 |
|---|---|---|---|---|---|
| Mariette Louise Graeme Campbell | Corient independent RIA | Osprey Private Wealth LLC independent RIA | RIA to RIA | Aug 16, 2024 | Aug 5, 2025 (354 d) |
| John Gray Youngman | Segall Bryant & Hamill other | Osprey Private Wealth LLC no RAUM | Other | Jun 3, 2024 | Jul 17, 2024 (44 d) |
| John Scott Roscoe | Corient independent RIA | Osprey Private Wealth LLC independent RIA | RIA to RIA | May 23, 2024 | Nov 4, 2025 (530 d) |
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3 moves match.