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 Bcas
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 |
|---|---|---|---|---|---|
| Bryce Edward Schuler | Bcas independent RIA | Tableaux Wealth independent RIA | RIA to RIA | Jul 17, 2026 | Jul 17, 2026 |
| Timothy Steven Paradis | Bcas other | Strategic Advisers LLC national BD | Other | Aug 8, 2014 | Oct 6, 2014 (59 d) |
| Jeffery Paul Boutin | Bcas other | Park Avenue Securities LLC other | Other | Mar 28, 2005 | Jan 2, 2001 |
| William Edward Husson | Bcas other | Husson Financial Advisory Services, LLC unclassified | Other | Nov 24, 2003 | Mar 31, 2004 (128 d) |
| Jeffrey Alan Parsons | Bcas other | Park Avenue Securities LLC other | Other | Oct 1, 2003 | Apr 23, 2003 |
| Bernard Harold Ross | Bcas other | Park Avenue Securities LLC other | Other | Mar 25, 2003 | Jan 2, 2001 |
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6 moves match.