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
Arrivals at Bolton Investment
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 |
|---|---|---|---|---|---|
| Holly Theresa Turner | Greenspring Advisors, LLC independent RIA | Bolton Investment other | Other | Feb 18, 2026 | Feb 27, 2026 |
| Maria Victoria Arabskyj | Nationwide Investment Advisors, LLC BD affiliated | Bolton Investment other | Other | Feb 1, 2022 | Feb 25, 2022 |
| Alton Dempsey Fryer | Principal Securities, Inc. BD affiliated | Bolton Investment institutional | Other | Apr 9, 2018 | Jan 1, 2025 (2459 d) |
| Giovanni Forte | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bolton Investment other | Other | Jul 26, 2016 | Dec 4, 2025 (3418 d) |
| Clyde Lamb Randall | Wilmington Trust Investment Advisors, Inc. other | Bolton Investment other | Other | Aug 2, 2006 | Mar 5, 2008 (581 d) |
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5 moves match.