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 Boyd Watterson Asset Management, 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
Ryan Timothy WillisBoyd Watterson Asset Management, LLC asset managerManning & Napier Advisors, LLC mixed wealthOtherMay 2, 2023Jun 27, 2023 (56 d)
Sean Patrick GlazierBoyd Watterson Asset Management, LLC institutionalEdelman Financial Engines mixed wealthOtherMar 26, 2021Apr 4, 2021
James Michael WinelandBoyd Watterson Asset Management, LLC institutionalJohnson Investment Counsel, Inc. independent RIAOtherJan 28, 2020May 8, 2020 (101 d)
Peter R FranzBoyd Watterson Asset Management, LLC otherLincoln Investment BD affiliatedOtherAug 21, 2018Aug 3, 2018
Gregory Hamilton CobbBoyd Watterson Asset Management, LLC otherSage Advisory Services Ltd Co otherOtherMar 26, 2018Jun 15, 2018 (81 d)
Travis DraganBoyd Watterson Asset Management, LLC otherLineweaver Wealth Advisors independent RIAOtherDec 5, 2016Jun 15, 2022 (2018 d)
Tyler James PullenBoyd Watterson Asset Management, LLC otherNational Investment Services, Inc otherOtherApr 10, 2013Oct 11, 2017 (1645 d)
Bernard Edward ReidyBoyd Watterson Asset Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 12, 2007Apr 26, 2016 (3058 d)
Ruth Killeen MullenBoyd Watterson Asset Management, LLC otherOcean State Asset Management, LLC otherOtherAug 2, 2005Aug 9, 2005
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9 moves match.