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 Bay Colony Advisors

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
Michael Edward DaudelinBay Colony Advisors independent RIAFarther independent RIARIA to RIAJun 30, 2026May 7, 2026
Christopher Edward KolkerBay Colony Advisors independent RIATriumph Capital Management independent RIARIA to RIASep 30, 2025Oct 1, 2025
Justin Paul ShureBay Colony Advisors independent RIAProsperity - An Eisneramper Company independent RIARIA to RIADec 31, 2023Aug 16, 2024 (229 d)
Neil Graham McinnisBay Colony Advisors independent RIAKastel Capital Advisors, LLC independent RIARIA to RIAJul 1, 2019Jul 3, 2019
Roger Lee DaileyBay Colony Advisors otherScf Investment Advisors, Inc. otherOtherJul 31, 2017Jul 31, 2017
Susan Robin Riser WhitlockBay Colony Advisors otherNamcoa otherOtherDec 31, 2016Apr 13, 2017 (103 d)
Page 1 of 1
6 moves match.