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 Bolt Financial Group, 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
Adam Chase FitchBolt Financial Group, Inc independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 19, 2025
Shaun Thomas CarneyBolt Financial Group, Inc independent RIAAgdeavor Investments independent RIARIA to RIAMar 24, 2026Jan 4, 2019
David Lee MarlinBolt Financial Group, Inc independent RIAAgdeavor Investments independent RIARIA to RIAMar 24, 2026Jan 4, 2019
Nora Catherine LamendolaBolt Financial Group, Inc independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 19, 2025
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4 moves match.