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 Bdo Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
William George LoweryBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Barbara Jean DevineBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Peter Paul JenkinsBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Matthew Ari GotlinBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Trevor Joe EmeryBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Micah John LangBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Mark David BiegelBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
James Boyd WallerBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Jan 21, 2026 (811 d)
Michael Joseph LynchBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Christopher Gerald WidingBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Jan 16, 2025 (441 d)
Tracey Elizabeth RichardsonBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
David Roman JuzwiakBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Anne Marie PhelpsBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Robert Eugene FilosaBdo Wealth Advisors, LLC independent RIAAtlantic Edge Private Wealth Management independent RIARIA to RIANov 2, 2023Jan 29, 2024 (88 d)
Eli Nathan LernerBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Jan 22, 2025 (447 d)
April Louise HaydenBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Zachary Thomas PearsallBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 2, 2023
Ewa Stella DrabekBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Nov 3, 2023
Dorothy Evelyn BossungBdo Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 2, 2023Dec 8, 2023 (36 d)
Ethan John CaldarelliBdo Wealth Advisors, LLC independent RIAAtlantic Edge Private Wealth Management independent RIARIA to RIAOct 12, 2023Jan 31, 2024 (111 d)
Matthew Boyd CochranBdo Wealth Advisors, LLC independent RIAAtlantic Edge Private Wealth Management independent RIARIA to RIASep 25, 2023Dec 19, 2025 (816 d)
Kaitlyn Pandzik WeatherlyBdo Wealth Advisors, LLC independent RIAAtlantic Edge Private Wealth Management independent RIARIA to RIASep 25, 2023Jan 1, 2026 (829 d)
Jeffery T AlbanezeBdo Wealth Advisors, LLC independent RIAAtlantic Edge Private Wealth Management independent RIARIA to RIASep 25, 2023Dec 18, 2025 (815 d)
Sarah C HancockBdo Wealth Advisors, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankOct 27, 2022Aug 2, 2023 (279 d)
James Minh NguyenBdo Wealth Advisors, LLC independent RIAChevy Chase Trust Company mixed wealthRIA to RIAJul 28, 2022Sep 9, 2022 (43 d)
Jeremy Thomas DunlopBdo Wealth Advisors, LLC independent RIAHamilton Capital independent RIARIA to RIAFeb 2, 2022Apr 8, 2022 (65 d)
Eric Jonathan LinserBdo Wealth Advisors, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 8, 2021Feb 11, 2021
Tyson James GigerBdo Wealth Advisors, LLC independent RIAMidland Wealth Management otherOtherSep 25, 2019Jul 15, 2024 (1755 d)
Harriet Johnson BrackeyBdo Wealth Advisors, LLC independent RIAIberia Asset Management, Inc. unclassifiedOtherFeb 8, 2019Nov 1, 2018
Eugene Morris JrBdo Wealth Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 4, 2018May 4, 2018
Deborah Lynn MaretBdo Wealth Advisors, LLC otherRubinbrown Advisors LLC otherOtherAug 15, 2017Sep 7, 2017
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31 moves match.