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 David Bodnar 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 |
|---|---|---|---|---|---|
| David Paul Bodnar | David Bodnar Advisors LLC other | Kellett Wealth Advisors, LLC other | Other | Dec 31, 2020 | Jan 14, 2021 |
| Mark Herbert Schnizer | David Bodnar Advisors LLC other | LPL Financial LLC BD affiliated | Other | Sep 3, 2020 | Aug 26, 2020 |
| Matthew Harold Richardson | David Bodnar Advisors LLC other | LPL Financial LLC BD affiliated | Other | Sep 3, 2020 | Aug 27, 2020 |
| Nathaniel Thomas Cornell | David Bodnar Advisors LLC other | Warm Springs Advisors Inc. independent RIA | Other | Dec 31, 2010 | Mar 29, 2022 (4106 d) |
| Joshua David Deeter | David Bodnar Advisors LLC other | Deeter Advisory Group, LLC state registered | Other | Jun 23, 2010 | Jun 9, 2010 |
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5 moves match.