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 Bill Few Associates, Inc.
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 |
|---|---|---|---|---|---|
| Peter Roy Belcastro | Bill Few Associates, Inc. independent RIA | Leonard Advisory Group LLC former | Other | Aug 22, 2023 | Aug 23, 2023 |
| Shawn Michael Helman | Bill Few Associates, Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 17, 2020 | Jun 29, 2023 (1199 d) |
| William Fitzgerald Engel | Bill Few Associates, Inc. other | Fort Pitt Capital Group Inc other | Other | Jun 10, 2014 | Jun 10, 2014 |
| John Patrick Krolikowski | Bill Few Associates, Inc. other | Trebuchet Consulting, LLC other | Other | May 1, 2013 | Apr 26, 2013 |
| Steven Jeffrey Miller | Bill Few Associates, Inc. other | Trebuchet Consulting, LLC other | Other | May 1, 2013 | Apr 26, 2013 |
| Andrew William Gans | Bill Few Associates, Inc. other | Morgan Stanley wirehouse | Other | Apr 26, 2011 | Aug 9, 2011 (105 d) |
| Jeffrey J Heasley | Bill Few Associates, Inc. other | Pwa Wealth Management other | Other | Mar 13, 2009 | Mar 11, 2009 |
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7 moves match.