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 B&C Financial Advisors
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 |
|---|---|---|---|---|---|
| Adam Michael Howard | B&C Financial Advisors independent RIA | Benedetti, Gucer & Associates independent RIA | RIA to RIA | Feb 15, 2023 | Mar 6, 2023 |
| Ian Marcello Aguilar | B&C Financial Advisors independent RIA | Mellen Money Management LLC unclassified | Other | May 13, 2019 | May 29, 2019 |
| John Collin Murphy | B&C Financial Advisors other | Davis Capital Management independent RIA | Other | Apr 20, 2016 | Jun 30, 2016 (71 d) |
| Eric Anthony Rust | B&C Financial Advisors other | Matador Financial state registered | Other | Apr 1, 2014 | Jul 7, 2014 (97 d) |
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4 moves match.