DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Boulevard Family Wealth Services, 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 |
|---|---|---|---|---|---|
| Shannon Kathleen Mclaughlin | Boulevard Family Wealth Services, LLC independent RIA | Americana Partners, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Apr 25, 2025 (254 d) |
| Matthew Joseph Celenza | Boulevard Family Wealth Services, LLC independent RIA | Americana Partners, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Jun 11, 2025 (301 d) |
| Miles Ian Stackpool | Boulevard Family Wealth Services, LLC independent RIA | Americana Partners, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Apr 26, 2025 (255 d) |
| Andrea Shieh | Boulevard Family Wealth Services, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 12, 2024 | Jul 24, 2024 |
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4 moves match.