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 Bohmer Kilcoyne Wealth Management, 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 |
|---|---|---|---|---|---|
| Michael Bohmer | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 4, 2022 |
| John Michael Kilcoyne | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 4, 2022 |
| Mary Kathryn Herrington | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 4, 2022 |
| Bethany Bohmer Huffman | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Huffman Wealth Management state registered | RIA to a state-registered adviser | Sep 30, 2022 | Jul 20, 2022 |
| Joshua Scott Haire | Bohmer Kilcoyne Wealth Management, LLC other | Captrust other | Other | Jan 3, 2017 | Jan 30, 2017 |
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5 moves match.