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 Biondo Investment 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 |
|---|---|---|---|---|---|
| Kyle Kenneth Clark | Biondo Investment Advisors LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2018 | Nov 2, 2018 (147 d) |
| Elizabeth Cicolello Messina | Biondo Investment Advisors LLC other | Oppenheimer & Co. Inc. other | Other | Jul 2, 2013 | May 28, 2013 |
| Gregory Joseph Lutfy | Biondo Investment Advisors LLC other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Jan 18, 2013 | Jan 18, 2013 |
| Timothy Michael Dalton | Biondo Investment Advisors LLC other | Pnc Wealth Management other | Other | Jan 7, 2013 | Jan 12, 2015 (735 d) |
| Sharon Ann Lolk | Biondo Investment Advisors LLC other | Advice And Planning Services other | Other | Aug 6, 2010 | Jul 5, 2012 (699 d) |
| Amie Lynn Snyder | Biondo Investment Advisors LLC other | Mid Atlantic Financial Management, Inc. other | Other | Nov 15, 2006 | Nov 16, 2006 |
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6 moves match.