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 Belleair Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Luke Allen Andrews | Belleair Wealth Management, LLC independent RIA | Inspire Advisors, LLC no RAUM | RIA to a newly registered adviser | Aug 27, 2019 | Aug 29, 2019 |
| William Rothwell Wilcox | Belleair Wealth Management, LLC independent RIA | Usaa Financial Planning Services no RAUM | Other | May 30, 2014 | Jun 5, 2014 |
Page 1 of 1
2 moves match.