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 Boston Financial 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
Louis Pyle CrosierBoston Financial Management LLC independent RIACaptrust institutionalOtherOct 3, 2025Dec 10, 2024
Timothy Michael RobinsonBoston Financial Management LLC independent RIACaptrust institutionalOtherOct 3, 2025Dec 10, 2024
Brad Michael WeaferBoston Financial Management LLC independent RIACaptrust institutionalOtherOct 3, 2025Jan 27, 2025
Timothy James FarinaBoston Financial Management LLC independent RIACaptrust institutionalOtherOct 3, 2025Dec 10, 2024
Jay NichollsBoston Financial Management LLC independent RIACaptrust institutionalOtherOct 3, 2025Dec 10, 2024
Rylee Marie FeliceBoston Financial Management LLC independent RIACaptrust institutionalOtherOct 3, 2025Dec 10, 2024
Asher KielyBoston Financial Management LLC independent RIACaptrust institutionalOtherMay 1, 2025Dec 10, 2024
Katie E. ExchangeBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 27, 2025Nov 21, 2024
Donna Marie ScottiBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 24, 2025Feb 18, 2025
Abigail Marr PsyhogeosBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 21, 2024
Clarence Hopkins KingBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 25, 2024
Stephen MccabeBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 10, 2024
Susan Gaukler ZimmermanBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 10, 2024
Jonathan D LynchBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 25, 2024
Brian J. WalshBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 20, 2024
Susan BlackBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 24, 2024
Laurie Lynn NovakBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 24, 2024
Jeremy Scott GlennBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 29, 2024
John David PiniBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 10, 2024
Timothy John GrayBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 21, 2024
Stacy Austin ReinhartBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 25, 2024
Bradford Arthur GardnerBoston Financial Management LLC independent RIACaptrust institutionalOtherNov 15, 2024Jul 10, 2025 (237 d)
Jonathan Long CottrellBoston Financial Management LLC independent RIAMascoma Wealth Management independent RIARIA to RIAApr 23, 2024Apr 5, 2024
Yvan Philippe BodartBoston Financial Management LLC independent RIAF L Putnam Investment Management Co. independent RIARIA to RIAJul 10, 2023Nov 7, 2023 (120 d)
Taylor Joseph MorrisonBoston Financial Management LLC independent RIAWellesley Asset Management, Inc. mixed wealthRIA to RIAJan 16, 2019Oct 31, 2019 (288 d)
Jennifer A EustanceBoston Financial Management LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIAJun 6, 2018Jul 30, 2018 (54 d)
Janell PhillipsBoston Financial Management LLC otherIpswich Investment Management Company, Inc otherOtherMay 31, 2017Jun 1, 2017
David Robert MacdougallBoston Financial Management LLC otherIpswich Investment Management Company, Inc independent RIAOtherJul 11, 2016Jun 29, 2021 (1814 d)
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28 moves match.