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 Bft Financial Group, 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
Richard Paul DirkseBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Oct 8, 2021
Daniel Neil SavardBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Sep 28, 2021
Jessica Carolyn Cutrera PapadopoulosBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Oct 11, 2021
Travis CrowellBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Oct 11, 2021
Charles Wesley MckenzieBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Aug 9, 2021
Renee Elizabeth Dirkse SneedBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Oct 8, 2021
Aleksey MironenkoBft Financial Group, LLC independent RIALeo Wealth, LLC independent RIARIA to RIAJan 3, 2022Sep 22, 2021
Daniel Scott GriebBft Financial Group, LLC independent RIAJ. W. Cole Advisors, Inc. independent RIARIA to RIASep 27, 2021Sep 28, 2021
Sharon Marie MedinaBft Financial Group, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 27, 2019Jun 21, 2019
Philip Brian CrawfordBft Financial Group, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAMar 29, 2019May 3, 2019 (35 d)
Bret Allen WilsonBft Financial Group, LLC otherWilson Investment Services state registeredOtherApr 5, 2014Jun 24, 2014 (80 d)
Thomas Wesley HollowayBft Financial Group, LLC otherHeritage Retirement Advisors, LLC independent RIAOtherOct 22, 2012Oct 5, 2012
Gregory Lynn HuttoBft Financial Group, LLC otherHeritage Retirement Advisors, LLC independent RIAOtherOct 12, 2012Oct 4, 2012
Michael Alan MillsBft Financial Group, LLC otherMills Wealth Advisors, LLC otherOtherMar 12, 2012Jan 31, 2012
Brian Joseph MuellerBft Financial Group, LLC otherMills Wealth Advisors, LLC otherOtherMar 12, 2012Jan 31, 2012
James Eric JeansonneBft Financial Group, LLC otherGlobal Financial Private Capital, Inc. otherOtherApr 5, 2010Mar 29, 2010
Jason Ward LindBft Financial Group, LLC otherFsc Securities Corporation otherOtherSep 22, 2009Sep 25, 2009
William Campbell Monroe IIIBft Financial Group, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherJul 15, 2008Jul 22, 2008
Larry Dale JacksonBft Financial Group, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherDec 31, 2007Jun 12, 2008 (164 d)
Buddy Joseph ButlerBft Financial Group, LLC otherSignal Securities, Inc. otherOtherDec 6, 2006Dec 11, 2006
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20 moves match.