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 Boston Harbor 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
Donald Marcel RoyBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc otherOtherOct 30, 2018Aug 30, 2017
Jeanne Kearns HagarBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Apr 10, 2018
Mark Kenneth LessnerBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Mar 7, 2018
Thomas Michael BurgerBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Mar 7, 2018
Matthew Alton DavisBoston Harbor Wealth Advisors, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 30, 2018Jun 28, 2024 (2068 d)
David Alton LessnerBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Mar 7, 2018
Mitchell Douglas CustenborderBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc otherOtherOct 30, 2018Mar 20, 2017
Ryan David HendricksonBoston Harbor Wealth Advisors, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 30, 2018Jul 3, 2024 (2073 d)
Samuel Robert ChamberlainBoston Harbor Wealth Advisors, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 30, 2018Jun 28, 2024 (2068 d)
Sean Reid FlynnBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc otherOtherOct 30, 2018Oct 31, 2017
Benjamin Payson DodgeBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Mar 19, 2018
John Frank GeffertBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Jan 29, 2018
Christopher W. BryantBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc otherOtherOct 30, 2018Nov 7, 2017
Bruce James TobinBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc otherOtherOct 30, 2018Oct 11, 2017
Johnathan Charles BreenBoston Harbor Wealth Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Mar 7, 2018
Elizabeth Osterndorf CampbellBoston Harbor Wealth Advisors, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankApr 18, 2018May 31, 2018 (43 d)
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16 moves match.