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 Barry Investment 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 |
|---|---|---|---|---|---|
| Daniel Silva Pinheiro | Barry Investment Advisors, LLC independent RIA | South Coast Planning & Wealth Management state registered | RIA to a state-registered adviser | May 17, 2023 | Aug 4, 2023 (79 d) |
| Kathryn Shaw Rowe | Barry Investment Advisors, LLC independent RIA | Baldwin Wealth Partners, LLC independent RIA | RIA to RIA | Dec 1, 2020 | Sep 4, 2020 |
| Andrea Kelly Mcnamara | Barry Investment Advisors, LLC other | Wingate Wealth Advisors, Inc. other | Other | Dec 7, 2017 | Dec 12, 2017 |
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3 moves match.