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 Bogart Wealth, 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 |
|---|---|---|---|---|---|
| Torry Lyons Dell | Bogart Wealth, LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jul 10, 2026 | Jul 16, 2026 |
| Jung Hwa Seh | Bogart Wealth, LLC independent RIA | Homestead Advisers Corp. other | Other | May 19, 2026 | Aug 15, 2026 (88 d) |
| Saro E Gahima | Bogart Wealth, LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Mar 27, 2026 | Apr 3, 2026 |
| Harrison Cleve Mcquaig | Bogart Wealth, LLC independent RIA | Rothschild Capital Partners mixed wealth | RIA to RIA | Mar 26, 2026 | Apr 6, 2026 |
| Grayson Michael Kirby | Bogart Wealth, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 22, 2025 | Mar 19, 2026 (148 d) |
| Adam James Platt | Bogart Wealth, LLC independent RIA | Kendall Capital Management independent RIA | RIA to RIA | Oct 3, 2025 | Oct 24, 2025 |
| Kelly Kaczmarek | Bogart Wealth, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jul 22, 2024 | Jul 25, 2024 |
| Jason Michael Gulosh | Bogart Wealth, LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jun 4, 2024 | Sep 18, 2024 (106 d) |
| Jennifer Adonelia Mascarenas | Bogart Wealth, LLC independent RIA | Steigerwald, Gordon & Koch - Wealth Advisors independent RIA | RIA to RIA | Nov 2, 2023 | Jun 6, 2024 (217 d) |
| Sandra Lombrano Terronez | Bogart Wealth, LLC independent RIA | 4j Wealth Management, LLC independent RIA | RIA to RIA | Feb 13, 2023 | Mar 6, 2023 |
| William Alexander Moir | Bogart Wealth, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 31, 2022 | Nov 15, 2022 |
| Mark Kuniholm | Bogart Wealth, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 22, 2022 | Aug 11, 2022 |
| Faye Sylvia Lawrence | Bogart Wealth, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 22, 2022 | Mar 23, 2022 |
| Michele Bryceland | Bogart Wealth, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2021 | May 23, 2022 (217 d) |
| Grant Mitchell Stucki | Bogart Wealth, LLC independent RIA | Warwick Partners independent RIA | RIA to RIA | Oct 21, 2020 | Oct 21, 2020 |
| George Musselman | Bogart Wealth, LLC independent RIA | Rhame & Gorrell Wealth Management independent RIA | RIA to RIA | Sep 28, 2018 | Oct 3, 2018 |
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16 moves match.