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 Bedel Financial Consulting Inc
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 |
|---|---|---|---|---|---|
| Anthony Bykovsky | Bedel Financial Consulting Inc other | Bragg Financial Advisors Inc independent RIA | Other | Sep 8, 2017 | Aug 25, 2021 (1447 d) |
| Charlotte Lippert | Bedel Financial Consulting Inc other | Charlotte Lippert Wealth Management unclassified | Other | Jan 5, 2012 | Feb 6, 2012 (32 d) |
| Thomas Kent Gowin | Bedel Financial Consulting Inc other | Oneamerica Securities, Inc. other | Other | Mar 23, 2010 | Jun 10, 2010 (79 d) |
| Matthew Lewis Roop | Bedel Financial Consulting Inc other | Catalyst Financial Consulting, LLC unclassified | Other | Jan 31, 2007 | Jan 23, 2014 (2549 d) |
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4 moves match.