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 Bainco International Investors 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
Isabel Rosen ScharmerBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 23, 2021
Justin Joseph DumouchelleBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 23, 2021
Drew Louis KootmanBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 23, 2021
Emily J. LynchBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 3, 2021
Sawyer T RothmannBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 23, 2021
Michael D KeatingBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 23, 2021
Michael SyerBainco International Investors LLC independent RIACerity Partners LLC mixed wealthRIA to RIAFeb 4, 2021Feb 3, 2021
Gregory Francis McsweeneyBainco International Investors LLC independent RIACrestwood Advisors independent RIARIA to RIAMar 23, 2020Apr 29, 2020 (37 d)
Nakia A Maddox-EubanksBainco International Investors LLC independent RIATrillium Asset Management mixed wealthRIA to RIANov 7, 2019Apr 14, 2022 (889 d)
Kathleen Horigan O'MalleyBainco International Investors LLC independent RIALoomis, Sayles & Company, L.P. otherOtherMay 17, 2019Sep 9, 2021 (846 d)
Kayla Christine HammenBainco International Investors LLC independent RIACrestwood Advisors independent RIARIA to RIAOct 3, 2018Nov 14, 2018 (42 d)
Mark Joseph AlaimoBainco International Investors LLC independent RIALcw Planning And Investments, LLC state registeredRIA to a state-registered adviserOct 2, 2018Oct 9, 2025 (2564 d)
Seth David CorkinBainco International Investors LLC otherSingle Point Partners independent RIAOtherSep 13, 2017Dec 8, 2017 (86 d)
Susan Elizabeth DahlBainco International Investors LLC otherLevatus LLC no RAUMOtherMar 29, 2017Mar 31, 2017
Abigail Marr PsyhogeosBainco International Investors LLC otherF L Putnam Investment Management Co. otherOtherDec 31, 2016Jan 23, 2017
John Marshall PiperBainco International Investors LLC otherUBS Financial Services Inc. wirehouseOtherJan 22, 2015Jan 28, 2015
Barry Lewis HilliardBainco International Investors LLC otherSantander Securities otherOtherMar 26, 2014Jun 16, 2015 (447 d)
Jeffrey Matthew MortimerBainco International Investors LLC otherElyxium Wealth LLC independent RIAOtherJun 6, 2012Jun 2, 2025 (4744 d)
Charles Alexander WillhoitBainco International Investors LLC otherIwp Wealth Management LLC otherOtherDec 7, 2004Sep 2, 2005 (269 d)
Thomas Patrick ReillyBainco International Investors LLC otherFernwood Investment Management, LLC otherOtherJul 23, 2003Jun 30, 2003
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20 moves match.