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 Bentley Wealth 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 |
|---|---|---|---|---|---|
| Christopher J Ricci | Bentley Wealth Advisors, LLC other | 1st Global Advisors Inc other | Other | Aug 29, 2013 | Feb 27, 2009 |
| David Paul Disanto | Bentley Wealth Advisors, LLC other | 1st Global Advisors Inc other | Other | Jan 4, 2011 | Jan 4, 2017 (2192 d) |
| Kenneth Lee Knopf | Bentley Wealth Advisors, LLC other | Valic Financial Advisors, Inc. other | Other | Mar 13, 2009 | Apr 29, 2009 (47 d) |
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3 moves match.