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 Managed Asset Portfolios, 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
Jeffrey Redfield BonyngeManaged Asset Portfolios, LLC independent RIASecure Asset Management, L.L.C. independent RIARIA to RIAJan 30, 2026Feb 2, 2026
John Frederick DaltonManaged Asset Portfolios, LLC independent RIAAdvisory Services Network independent RIARIA to RIAJan 12, 2026Jan 14, 2026
Gregory Phillip MalecManaged Asset Portfolios, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankMay 26, 2022Jun 3, 2022
Terrence Patrick GearyManaged Asset Portfolios, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseSep 27, 2021Jan 4, 2022 (99 d)
Michael Anthony BarrellaManaged Asset Portfolios, LLC otherSummit Financial Group Inc otherOtherJan 18, 2008Jan 23, 2008
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5 moves match.