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 Bcg Securities, 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
Stavroula KoutsfetsoulisBcg Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherJun 4, 2007May 15, 2012 (1807 d)
Stuart Michael SimchowitzBcg Securities, Inc. otherNrp Financial, Inc. unclassifiedOtherMay 21, 2007May 18, 2007
Peter Thomas KisverBcg Securities, Inc. otherCincinnati Analysts, Inc otherOtherJul 17, 2006May 30, 2008 (683 d)
Alex B PerezBcg Securities, Inc. otherSecurian Financial Services, Inc. otherOtherSep 13, 2005Feb 15, 2008 (885 d)
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64 moves match.