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 Bofa Advisors, 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.

Advisor	From	To	Type	Left	Registered
Raul M Blanco	Bofa Advisors, LLC other	E*Trade Capital Management, LLC other	Other	Oct 28, 2014	Dec 3, 2014 (36 d)
Gerald Eissman Dukatz	Bofa Advisors, LLC other	John Hancock Investment Management LLC other	Other	May 11, 2010	May 18, 2010
John Norris Obannon	Bofa Advisors, LLC other	Akre Capital Management, LLC other	Other	Apr 13, 2010	Jun 14, 2010 (62 d)
David S. Berger	Bofa Advisors, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 1, 2010	Mar 1, 2010
Thomas Edward Guidici	Bofa Advisors, LLC other	Citizens Securities, Inc. other	Other	Feb 23, 2010	Mar 12, 2010
Andrew Hall	Bofa Advisors, LLC other	Calamos Wealth Management LLC other	Other	Jan 27, 2010	Mar 2, 2010 (34 d)
Jeffrey Brian Turner	Bofa Advisors, LLC other	Federated Securities Corp. no RAUM	Other	Jan 6, 2010	Sep 17, 2012 (985 d)
Paul William Lee Woodford	Bofa Advisors, LLC other	Pgim Investments LLC other	Other	Nov 9, 2009	Jan 12, 2010 (64 d)
Scott Dutcher	Bofa Advisors, LLC other	Pgim Investments LLC other	Other	Nov 9, 2009	Dec 22, 2009 (43 d)
Matthew Patrick Doyle	Bofa Advisors, LLC other	Clearbridge Investments, LLC other	Other	Oct 2, 2009	Dec 11, 2009 (70 d)
John David Gentry	Bofa Advisors, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 28, 2009	Sep 28, 2009
Dennis Murphy	Bofa Advisors, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 28, 2009	Sep 25, 2009
Angela V Harris	Bofa Advisors, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 28, 2009	Sep 25, 2009
Curt Hunnewell	Bofa Advisors, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 28, 2009	Sep 25, 2009
Devon Goggin Robinson	Bofa Advisors, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 24, 2009	Jan 30, 2015 (1985 d)
Tahoe K Peck	Bofa Advisors, LLC other	Equitable Advisors, LLC national BD	Other	Jul 10, 2009	Apr 29, 2014 (1754 d)
Lori Panuccio Hubbard	Bofa Advisors, LLC other	Natixis Advisors, LLC other	Other	Jul 10, 2009	Jul 1, 2009
Tod A. Bisher	Bofa Advisors, LLC other	Pnc Wealth Management other	Other	Mar 6, 2009	Aug 18, 2015 (2356 d)
Terence Bradford Shea	Bofa Advisors, LLC other	John Hancock Investment Management LLC other	Other	Mar 5, 2009	Apr 5, 2010 (396 d)
Jessica Meghan Blood	Bofa Advisors, LLC other	Commonwealth Financial Network national BD	Other	Jan 6, 2009	Dec 22, 2009 (350 d)
Robert Anthony Martin	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 9, 2009
Lance Fairbanks Hallam	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 5, 2009
Steven Jeffrey Tucker	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 5, 2009
Jameson Ryan Greenstone	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 5, 2009
Rosemary Mcduffee	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Michael Laura	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 12, 2009
Kevin Francis Dolan	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Robert Lee Vines	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Michael Joseph Steelman	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 5, 2009
Kenneth Wayne Finke	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 5, 2009
Brett Keenan Minogue	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Ian C Klass	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Christopher Charles Kelley	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Adam Joseph Pennacchio	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Michael Patrick Ferris	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 5, 2009
Byron Carver Athans	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Marc Anthony Decuffa	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Thomas John Schneckner	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Jonathan E Taylor	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Justin Richard Steele	Bofa Advisors, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Dec 31, 2008	Jan 8, 2009
Anthony Lawrence Bettano	Bofa Advisors, LLC other	Pgim Investments LLC asset manager	Other	Nov 14, 2008	Nov 5, 2025 (6200 d)
Victoria Adair Boswell	Bofa Advisors, LLC other	Wood Asset Management LLC other	Other	Aug 29, 2008	May 1, 2009 (245 d)
Raul M Blanco	Bofa Advisors, LLC other	UBS Financial Services Inc. wirehouse	Other	Aug 21, 2008	Jan 23, 2009 (155 d)
Richard Devon Ramirez	Bofa Advisors, LLC other	Morgan Stanley wirehouse	Other	Aug 18, 2008	Oct 6, 2010 (779 d)
Gregory Anthony Ratto	Bofa Advisors, LLC other	Pgim Investments LLC other	Other	Aug 5, 2008	Sep 12, 2008 (38 d)
Margaret Mary Oleary	Bofa Advisors, LLC other	UBS Financial Services Inc. wirehouse	Other	Jul 22, 2008	Jul 29, 2008
Sandra Marie Palmer	Bofa Advisors, LLC other	Clearbridge Investments, LLC mixed wealth	Other	Mar 10, 2008	Jan 1, 2025 (6141 d)
Todd Alan Volkman	Bofa Advisors, LLC other	Wells Fargo Investments, LLC unclassified	Other	Feb 19, 2008	Jun 2, 2008 (104 d)
Mark Christopher Ramsey	Bofa Advisors, LLC other	LPL Financial LLC other	Other	Dec 7, 2007	Jan 10, 2008 (34 d)
Quentin William Climer	Bofa Advisors, LLC other	Flagship Harbor Advisors, LLC other	Other	Nov 7, 2007	May 21, 2015 (2752 d)
Christopher Michael Moran	Bofa Advisors, LLC other	Alpha Dynamics LLC other	Other	Nov 1, 2007	Aug 10, 2011 (1378 d)
Travis M Lowe	Bofa Advisors, LLC other	Nationwide Investment Advisors, LLC other	Other	Oct 4, 2007	Dec 2, 2008 (425 d)
Jeffrey Michael Mcclure	Bofa Advisors, LLC other	Evergreen Investment Management Co unclassified	Other	Sep 5, 2007	May 15, 2009 (618 d)
David Kemmerer	Bofa Advisors, LLC other	Natixis Advisors, LLC other	Other	Sep 5, 2007	Oct 18, 2007 (43 d)
Daniel Meisenheimer	Bofa Advisors, LLC other	Usaa Financial Planning Services no RAUM	Other	Jul 27, 2007	Aug 7, 2007
Ryan Carr	Bofa Advisors, LLC other	UBS Financial Services Inc. wirehouse	Other	Jul 6, 2007	Jul 30, 2007
Christopher N Ferrara	Bofa Advisors, LLC other	Fyra Capital Management independent RIA	Other	Jun 15, 2007	Mar 10, 2023 (5747 d)
Shonn See Rutledge	Bofa Advisors, LLC other	Ameriprise Financial Services, LLC national BD	Other	May 8, 2007	Sep 4, 2012 (1946 d)
Shelby Lane Trinkino	Bofa Advisors, LLC other	Commonwealth Financial Network national BD	Other	Apr 2, 2007	Mar 20, 2013 (2179 d)
James Allen Bossieux	Bofa Advisors, LLC other	Evergreen Investment Management Co unclassified	Other	Mar 23, 2007	Nov 9, 2009 (962 d)

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87 moves match.