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 Indivisible 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.

AdvisorFromToTypeLeftRegistered
Jeffrey P ReneltMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndivisible Partners independent RIAWirehouse to independent RIAJun 22, 2026Jun 18, 2026
Letitia Breckenridge ScaliseTorray Investment Partners LLC mixed wealthIndivisible Partners independent RIARIA to RIAMay 19, 2026Aug 3, 2026 (76 d)
Ethan Daniel HafnerUBS Financial Services Inc. wirehouseIndivisible Partners independent RIAWirehouse to independent RIAApr 28, 2026Apr 17, 2026
Andrew M CardilloUBS Financial Services Inc. wirehouseIndivisible Partners independent RIAWirehouse to independent RIAApr 28, 2026Apr 17, 2026
Kevin T Karrh1919 Investment Counsel, LLC independent RIAIndivisible Partners independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Zachary S HopeStifel, Nicolaus & Company, Incorporated national BDIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2025Dec 11, 2025
Kevin B McculleySouthstate Private Capital Management LLC independent RIAIndivisible Partners independent RIARIA to RIAJun 20, 2025Jun 16, 2025
Christopher W TielandHightower Advisors, LLC BD affiliatedIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2025Jun 2, 2025
Lauren Saddler PearsonHightower Advisors, LLC BD affiliatedIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2025Jun 2, 2025
Ellen Clarke BradfordHightower Advisors, LLC BD affiliatedIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2025Jun 2, 2025
Emily Stoddard LassiterHightower Advisors, LLC BD affiliatedIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2025Jun 2, 2025
Maria MoteHightower Advisors, LLC BD affiliatedIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2025Jun 2, 2025
Lee S WoodringMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndivisible Partners no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 6, 2025Jan 3, 2025
Robert J LeroyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndivisible Partners no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 6, 2025Jan 3, 2025
Sandra Lynn BoltonAmeriprise Financial Services, LLC national BDIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2024May 6, 2025 (244 d)
Paul Todd LambertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndivisible Partners independent RIAWirehouse to independent RIAMar 23, 2022Mar 6, 2025 (1079 d)
Nelson CardenasTruist Advisory Services, Inc. BD affiliatedIndivisible Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2019Sep 9, 2026 (2534 d)
John William ThielMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndivisible Partners independent RIAWirehouse to independent RIAJan 22, 2018Apr 3, 2025 (2628 d)
Debra Annette FieldsSoho Financial Services LLC otherIndivisible Partners independent RIAOtherJun 23, 2014May 18, 2026 (4347 d)
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19 moves match.