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 Beck Bode 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 |
|---|---|---|---|---|---|
| Jeffery Earl Mccormick | Beck Bode LLC independent RIA | Zephyr Advisers state registered | RIA to a state-registered adviser | Jul 1, 2024 | Jun 24, 2024 |
| Jethro Saah Kollie | Beck Bode LLC independent RIA | Fox Hill Wealth Management independent RIA | RIA to RIA | Jul 1, 2024 | Aug 28, 2024 (58 d) |
| Matthew Peter Morizio | Beck Bode LLC independent RIA | Reconstructing Wealth state registered | RIA to a state-registered adviser | Mar 1, 2024 | Jan 26, 2024 |
| Steven Thomas Dean | Beck Bode LLC independent RIA | Klr Investment Advisors, LLC independent RIA | RIA to RIA | Apr 25, 2023 | Jun 14, 2023 (50 d) |
| Patricia Bryniarski Welsh | Beck Bode LLC independent RIA | Fox Hill Wealth Management independent RIA | RIA to RIA | Nov 10, 2022 | Dec 13, 2022 (33 d) |
| William Ryan | Beck Bode LLC independent RIA | Fox Hill Wealth Management independent RIA | RIA to RIA | Jul 14, 2022 | Aug 10, 2022 |
| Eric Christopher Benz | Beck Bode LLC independent RIA | Fox Hill Wealth Management independent RIA | RIA to RIA | Jul 14, 2022 | Aug 10, 2022 |
| Misty Lynn Lynch | Beck Bode LLC independent RIA | Sound View Financial Advisors state registered | RIA to a state-registered adviser | Jan 3, 2022 | Mar 8, 2022 (64 d) |
| Michael James Kelly | Beck Bode LLC independent RIA | Switchback Financial unclassified | Other | Feb 2, 2021 | Mar 2, 2021 |
| Katie Anne Macdonald | Beck Bode LLC independent RIA | Macdonald Wealth Management, LLC state registered | RIA to a state-registered adviser | Aug 13, 2019 | Jul 25, 2019 |
| Robert Marc Skloff | Beck Bode LLC other | French And Skloff Investment Advisors, LLC state registered | Other | May 22, 2017 | Jan 5, 2026 (3150 d) |
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11 moves match.