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 Bts Asset Management, 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
Edward Clymer BarnardFamily Legacy Wealth Management, LLC unclassifiedBts Asset Management, Inc. otherOtherAug 1, 2023Apr 5, 2012
Scott Michael SchreiberSchreiber Investment Advisory Services unclassifiedBts Asset Management, Inc. otherOtherDec 31, 2019May 10, 1999
Jillianne WilkinsonSynergy Investment Group, LLC otherBts Asset Management, Inc. otherOtherNov 21, 2017Jul 6, 2017
Charles Buddy BowersFamily Legacy Wealth Management, LLC unclassifiedBts Asset Management, Inc. otherOtherFeb 11, 2014Apr 5, 2012
Michael Harrison BakerFamily Legacy Wealth Management, LLC unclassifiedBts Asset Management, Inc. otherOtherApr 15, 2013Apr 5, 2012
Ross Evan MarynellFamily Legacy Wealth Management, LLC unclassifiedBts Asset Management, Inc. otherOtherApr 15, 2013Apr 5, 2012
Carl EdwardsFamily Legacy Wealth Management, LLC unclassifiedBts Asset Management, Inc. otherOtherMar 13, 2013Mar 27, 2012
Mark Byron BentleyOld Mutual Capital otherBts Asset Management, Inc. otherOtherFeb 15, 2012Feb 24, 2014 (740 d)
David Patrick ClarkAmundi Pioneer Institutional Asset Management, Inc. otherBts Asset Management, Inc. otherOtherMar 24, 2011Sep 12, 2011 (172 d)
Issam Mahmoud BakirSentra Securities Corporation unclassifiedBts Asset Management, Inc. otherOtherOct 31, 2005Nov 14, 1997
Michael Jay SchlossMain Street Management Company unclassifiedBts Asset Management, Inc. otherOtherMay 26, 2004Jul 21, 2000
Christopher Douglas GleasonMain Street Management Company unclassifiedBts Asset Management, Inc. otherOtherApr 22, 2004May 20, 1999
William Howard FassbenderAdvantage Capital Corporation unclassifiedBts Asset Management, Inc. otherOtherJan 12, 2004Mar 4, 2002
John Paul BernierLocust Street Securities, Inc. unclassifiedBts Asset Management, Inc. otherOtherJan 1, 2004Apr 5, 2000
Mark Ivan BassIfg Advisory Services Inc unclassifiedBts Asset Management, Inc. otherOtherJan 1, 2004May 31, 1996
Theodore John HeuchlingS.G. Long & Company state registeredBts Asset Management, Inc. otherOtherDec 12, 2003Jun 13, 1996
Dwight Glenn O'HaraSentra Securities Corporation unclassifiedBts Asset Management, Inc. otherOtherFeb 18, 2003Mar 5, 2002
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17 moves match.