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 Bolton Investment
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 |
|---|---|---|---|---|---|
| Ella J Smith | Bolton Investment other | Nationwide Investment Advisors, LLC BD affiliated | Other | Jan 21, 2026 | Jun 22, 2026 (152 d) |
| Maria Victoria Arabskyj | Bolton Investment other | LPL Financial LLC independent RIA | Other | May 19, 2022 | Jun 22, 2022 (34 d) |
| Holly Theresa Turner | Bolton Investment other | Jemma Financial Services other | Other | Jun 22, 2021 | Oct 19, 2022 (484 d) |
Page 1 of 1
3 moves match.