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 Three Bell Capital 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 |
|---|---|---|---|---|---|
| Elisabeth Lynn Boaz | Three Bell Capital LLC mixed wealth | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2025 | Dec 11, 2025 |
| Mickey Sakata | Three Bell Capital LLC mixed wealth | Newfront Retirement Services, Inc. institutional | Other | Aug 15, 2023 | Aug 7, 2023 |
| Theodore Maxwell Canfield | Three Bell Capital LLC independent RIA | Freestone Capital Management, LLC independent RIA | RIA to RIA | Nov 30, 2020 | Jun 6, 2022 (553 d) |
| Meredith Walton Henry | Three Bell Capital LLC other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | May 18, 2016 | Aug 17, 2022 (2282 d) |
| Sean Kristian Snyder | Three Bell Capital LLC other | Dba Angel Rock Advisors And Angel Rock Fiduciary Partners unclassified | Other | Nov 12, 2015 | Mar 30, 2016 (139 d) |
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5 moves match.