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 Boston Research And 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Meghan Rose Flynn | UBS Financial Services Inc. wirehouse | Boston Research And Management, Inc. independent RIA | Wirehouse to independent RIA | Nov 4, 2022 | Feb 11, 2026 (1195 d) |
| Robert Stuart Mckenzie | Wells Fargo Advisors wirehouse | Boston Research And Management, Inc. other | Other | Aug 15, 2012 | Mar 6, 2013 (203 d) |
| Michael Edward Mullin | Leucadia Asset Management LLC other | Boston Research And Management, Inc. other | Other | Apr 10, 2008 | Dec 19, 2008 (253 d) |
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3 moves match.