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 Bryan Advisory Services, 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 |
|---|---|---|---|---|---|
| Kathryn Ann Constantakis | Bryan Advisory Services, LLC other | Vescio Asset Management, LLC no RAUM | Other | Jan 13, 2021 | Feb 4, 2021 |
| Bryan Robert Vescio | Bryan Advisory Services, LLC other | Vescio Asset Management, LLC no RAUM | Other | Jan 13, 2021 | Feb 4, 2021 |
| Rebecca A Bryan | Bryan Advisory Services, LLC independent RIA | Securities Brokerage Services state registered | RIA to a state-registered adviser | Nov 8, 2019 | Mar 24, 2021 (502 d) |
| Catherine Joyce Oliver-Allen | Bryan Advisory Services, LLC independent RIA | Invicta Advisors LLC independent RIA | RIA to RIA | Nov 1, 2019 | Oct 31, 2019 |
Page 1 of 1
4 moves match.