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 Bell Rock Capital, 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 |
|---|---|---|---|---|---|
| Jacqueline Reeves | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 28, 2023 |
| Sara L Lawson | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 8, 2023 |
| Jacquelyn Kerry Blue | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 8, 2023 |
| Andres Felipe Bonell | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 24, 2023 |
| Douglas Carpenter Mccoy | Bell Rock Capital, LLC independent RIA | Montchanin Asset Management, LLC independent RIA | RIA to RIA | Jun 28, 2019 | Jun 27, 2019 |
| Kirsten Julia Lopez | Bell Rock Capital, LLC other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Oct 24, 2012 | Jan 20, 2016 (1183 d) |
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6 moves match.