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 Bangerter Financial Services, Inc.

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.

AdvisorFromToTypeLeftRegistered
Eric BarbaritaBangerter Financial Services, Inc. state registeredConcorde Asset Management, LLC BD affiliatedOtherJan 6, 2026Jun 2, 2023
Aaron ObornBangerter Financial Services, Inc. state registeredConcorde Asset Management, LLC BD affiliatedOtherJan 6, 2026Jun 2, 2023
Andrew Jerome Kraffert-GoraBangerter Financial Services, Inc. state registeredConcorde Asset Management, LLC BD affiliatedOtherJan 6, 2026May 31, 2023
Richard Dustin MacfarlaneBangerter Financial Services, Inc. state registeredLegacy Wealth, Inc. state registeredOtherSep 29, 2025Aug 28, 2025
Rikki Jr FosterBangerter Financial Services, Inc. state registeredConcorde Asset Management, LLC BD affiliatedOtherFeb 13, 2025Jun 2, 2023
Robert Thatcher TudorBangerter Financial Services, Inc. state registeredLPL Financial LLC BD affiliatedOtherJul 2, 2024Nov 21, 2024 (142 d)
Raymond Cripps De WittBangerter Financial Services, Inc. state registeredRealta Investment Advisors, Inc BD affiliatedOtherJan 23, 2024Jan 26, 2024
Johnny BorrelliBangerter Financial Services, Inc. state registeredConcorde Asset Management, LLC BD affiliatedOtherDec 7, 2023Jun 2, 2023
David L EdigerBangerter Financial Services, Inc. state registeredEagle Strategies LLC BD affiliatedOtherMar 13, 2023Jul 7, 2023 (116 d)
Patricia LedbetterBangerter Financial Services, Inc. state registeredCaptrust institutionalOtherMar 13, 2023Oct 20, 2023 (221 d)
Kaana SmithBangerter Financial Services, Inc. state registeredEdward Jones national BDOtherSep 2, 2022Dec 19, 2022 (108 d)
Isaiah M SouzaBangerter Financial Services, Inc. state registeredFidelity Personal And Workplace Advisors BD affiliatedOtherAug 3, 2021Nov 4, 2021 (93 d)
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12 moves match.