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 The Blakeley Group 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 |
|---|---|---|---|---|---|
| Shishun Kryskalla | The Blakeley Group Inc other | Ameriprise Financial Services, LLC national BD | Other | Aug 20, 2024 | Aug 20, 2024 |
| Emebet Tekle Estifanos | The Blakeley Group Inc other | Kane Investment Management, Inc. independent RIA | Other | Jul 24, 2024 | Nov 4, 2025 (468 d) |
| Svetla D Vavova-Clifford | The Blakeley Group Inc other | Morgan Stanley wirehouse | Other | Jul 25, 2022 | Aug 1, 2022 |
| The-Phong Ngoc Truong | The Blakeley Group Inc other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Mar 3, 2016 | Nov 16, 2021 (2084 d) |
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4 moves match.