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 Barclay Breland Family Office
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 |
|---|---|---|---|---|---|
| Christopher Breland Kelly | Barclay Breland Family Office independent RIA | Pvg Asset Management Corp independent RIA | RIA to RIA | Jan 6, 2020 | Dec 16, 2019 |
| Michael Roscoe | Barclay Breland Family Office independent RIA | Primoris Wealth Advisors, LLC independent RIA | RIA to RIA | Aug 29, 2018 | Dec 9, 2025 (2659 d) |
| Mark Hermann Renz | Barclay Breland Family Office other | Socius Family Office, LLC other | Other | Jan 8, 2015 | Jan 20, 2015 |
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3 moves match.