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 Bestgate 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patricia Ann Bush | Bestgate Wealth Advisors, LLC independent RIA | Aaa Advisory LLC state registered | RIA to a state-registered adviser | Jun 25, 2025 | Jul 7, 2025 |
| Mycha Morgan Marshall | Bestgate Wealth Advisors, LLC independent RIA | T. Rowe Price Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2024 | Nov 26, 2024 (91 d) |
| John Anthony Faggio | Bestgate Wealth Advisors, LLC independent RIA | Foundation Wealth & Tax Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2022 | Jan 20, 2026 (1174 d) |
| Allen Kellam Ayers | Bestgate Wealth Advisors, LLC independent RIA | Choreo Partner Alliance, LLC no RAUM | RIA to a newly registered adviser | Nov 3, 2022 | Oct 24, 2024 (721 d) |
| Matthew Robert Costa | Bestgate Wealth Advisors, LLC independent RIA | Foundation Wealth & Tax Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2022 | Feb 28, 2022 |
| Glen Edward Frost | Bestgate Wealth Advisors, LLC independent RIA | Foundation Wealth & Tax Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2022 | Aug 24, 2023 (294 d) |
| Joseph Thomas Hill | Bestgate Wealth Advisors, LLC independent RIA | Foundation Wealth & Tax Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2022 | Aug 24, 2023 (294 d) |
| Christopher Joseph Williams | Bestgate Wealth Advisors, LLC independent RIA | Foundation Wealth & Tax Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2022 | Aug 24, 2023 (294 d) |
| Cody Keith Ulland | Bestgate Wealth Advisors, LLC independent RIA | Townsquare Capital, LLC mixed wealth | RIA to RIA | Nov 18, 2021 | Jan 6, 2022 (49 d) |
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9 moves match.