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

Departures from Bel Air Investment Advisors 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.

AdvisorFromToTypeLeftRegistered
Richard Todd FreilichBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Craig Andrew BrothersBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Feb 14, 2025 (1219 d)
Eileen King BohnBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Dec 10, 2024 (1153 d)
Edwin Henry HueyBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Todd Michael MorganBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Kevin William PhilipBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Jack Raymond SuzarBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Ronald Jay SilvermanBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Mar 6, 2025 (1239 d)
Stephanie WithersBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Supriya BatraBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Joshua Alan MarkmanBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
David Jonathan SadkinBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Elizabeth Ann MillerBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Heather Wegner WaldBel Air Investment Advisors LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2021Sep 15, 2021
Darell Leonard KrasnoffBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 15, 2020Oct 21, 2020 (36 d)
Andrew Douglas PalmerBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 15, 2020Oct 21, 2020 (36 d)
Eric Scott BrightBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 14, 2020Oct 21, 2020 (37 d)
Dillon James ChristensenBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 14, 2020Jan 29, 2021 (137 d)
Mark Andrew TunneyBel Air Investment Advisors LLC otherUBS Financial Services Inc. wirehouseOtherJul 18, 2016Jul 18, 2016
Kenneth Nmn NaehuBel Air Investment Advisors LLC otherBanyan Tree Asset Management, LLC no RAUMOtherAug 28, 2013Sep 20, 2013
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20 moves match.