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 Boston 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.

AdvisorFromToTypeLeftRegistered
Douglas Andrew RileyBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 7, 2019
David Andrew HannaBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
James Walter GaulBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
Eric Raymond EatonBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
Edward Michael MulraneBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
Michael James VogelzangBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 8, 2019Nov 5, 2019
Lawrence Charles John ManningBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Lauren Claire LambertBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Keith FaulknerBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 13, 2019 (40 d)
Kristen Everett StewartBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
John Henry PetersonBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Oct 22, 2019
Teresa Marie SamperiBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Michael Patrick CollinsBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Austin Mitchell LitvakBoston Advisors, LLC mixed wealthO'Brien Wealth Partners LLC independent RIARIA to RIAOct 4, 2019Dec 24, 2019 (81 d)
Jamie Taloumis HobkirkBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Michael Joseph DorseyBoston Advisors, LLC otherSteward Partners Investment Advisory, LLC otherOtherAug 14, 2017Oct 11, 2017 (58 d)
John Angelo PagliucaBoston Advisors, LLC otherAdvice And Planning Services BD affiliatedOtherDec 21, 2012Aug 6, 2025 (4611 d)
Patricia Anne BowlinBoston Advisors, LLC otherIpswich Investment Management Company, Inc otherOtherMar 29, 2010Apr 30, 2014 (1493 d)
Shakeel [Nmn] DewjiBoston Advisors, LLC otherAurora Investment Managers, LLC otherOtherMay 27, 2008Feb 11, 2008
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19 moves match.