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 Bfg Wealth
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 |
|---|---|---|---|---|---|
| Ralph Duane Burnett | Bfg Wealth independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2024 | Jan 12, 2026 (482 d) |
| Edmund Sean Sullivan | Bfg Wealth independent RIA | T. Rowe Price Associates, Inc. asset manager | Other | Aug 3, 2020 | Aug 21, 2020 |
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2 moves match.