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RIA Intelligence

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Firm absorbed

20 advisors left C••••••••• C•••••• A•••••••• L•• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison Nancy ShulerRochester, NyDec 31, 2025Oct 28, 2025
Charles Edward RuffRochester, NyDec 31, 2025Oct 27, 2025
Christopher Martin MooneyRochester, NyDec 31, 2025Nov 6, 2025
Colin John DesrosiersRochester, NyDec 31, 2025Oct 27, 2025
Eric Scott FurnalRochester, NyDec 31, 2025Oct 30, 2025
Gabriel Konar ChodakRochester, NyDec 31, 2025Oct 20, 2025
Gina Lee DimondaRochester, NyDec 31, 2025Oct 29, 2025
Isabella Francis LoughlinRochester, NyDec 31, 2025Oct 29, 2025
James Joseph EcklRochester, NyDec 31, 2025Oct 27, 2025
Jason Scott GarlockRochester, NyDec 31, 2025Oct 27, 2025
Jesse Nathaniel CramerRochester, NyDec 31, 2025Oct 29, 2025
John Thomas DipasqualeRochester, NyDec 31, 2025Nov 4, 2025
Jordan Michael MillnerRochester, NyDec 31, 2025Nov 3, 2025
Peter Huntington Greaves-TunnellRochester, NyDec 31, 2025Oct 28, 2025
Rachel Kathryn CalleaRochester, NyDec 31, 2025Oct 30, 2025
Thomas Edward BoltRochester, NyDec 31, 2025Oct 30, 2025
Thomas Martin BartlettRochester, NyDec 31, 2025Nov 4, 2025
Timothy Joseph ShanahanRochester, NyDec 31, 2025Oct 27, 2025
Tobin Benjamin WoodruffRochester, NyDec 31, 2025Oct 28, 2025
Zachary Robert MullallyRochester, NyDec 31, 2025Oct 27, 2025
The rule
Registrations ended
Dec 31, 2025
Registered next
Oct 20, 2025 to Nov 6, 2025
Branch state
NY
Cities
1, most in Rochester, Ny
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••••• C•••••• A•••••••• L••Other teams into C•••••••