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 Bofa Advisors, 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
Michael Collins Partridge	Columbia Management Investment Advisers, LLC other	Bofa Advisors, LLC other	Other	Apr 27, 2015	Aug 14, 2015 (109 d)
Raul M Blanco	UBS Financial Services Inc. wirehouse	Bofa Advisors, LLC other	Other	Aug 24, 2010	Aug 31, 2010
Adam Eugene Shanahan	Hightower Advisors, LLC other	Bofa Advisors, LLC other	Other	Jan 4, 2010	Mar 5, 2010 (60 d)
Gary William Rawdon	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	May 1, 2008	May 1, 2008
Brett Keenan Minogue	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 18, 2008	May 1, 2008
Angela V Harris	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 17, 2008	Mar 17, 2008
Christopher Charles Kelley	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Jan 14, 2008	Jan 14, 2008
Lori Panuccio Hubbard	Morgan Keegan & Company, LLC other	Bofa Advisors, LLC other	Other	Nov 20, 2007	Dec 4, 2007
Ian C Klass	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Oct 11, 2007	Oct 10, 2007
Jessica Meghan Blood	Manulife Investment Management (US) LLC other	Bofa Advisors, LLC other	Other	Oct 11, 2007	Aug 14, 2007
Carey M Fortnam	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Sep 18, 2007	Sep 17, 2007
Harry James Seymour	Clearbridge Investments, LLC other	Bofa Advisors, LLC other	Other	Aug 24, 2007	Aug 27, 2007
Tod A. Bisher	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Bofa Advisors, LLC other	Other	Aug 7, 2007	May 1, 2008 (268 d)
Christopher Robert Callahan	Ameriprise Financial Services, LLC national BD	Bofa Advisors, LLC other	Other	Dec 19, 2006	Jan 24, 2007 (36 d)
Brian Mullen	Morgan Stanley Dw Inc. unclassified	Bofa Advisors, LLC other	Other	Sep 14, 2006	Sep 13, 2006
Michael Joseph Steelman	Pgim Investments LLC other	Bofa Advisors, LLC other	Other	May 5, 2006	May 5, 2006
Ryan Carr	Morgan Stanley Dw Inc. unclassified	Bofa Advisors, LLC other	Other	May 2, 2006	Jun 15, 2006 (44 d)
Michael Raymond Orr	Edward Jones national BD	Bofa Advisors, LLC other	Other	Mar 1, 2006	Nov 29, 2006 (273 d)
Jeffrey Brian Turner	Nationwide Investment Services Corporation unclassified	Bofa Advisors, LLC other	Other	Feb 17, 2006	Feb 27, 2006
Andrew Hall	Ameriprise Financial Services, LLC national BD	Bofa Advisors, LLC other	Other	Nov 28, 2005	Dec 8, 2005
Dennis Murphy	Strategic Advisers LLC national BD	Bofa Advisors, LLC other	Other	Nov 3, 2005	Jan 4, 2006 (62 d)
Peter Avery Olsen	Chase Investment Services Corp. other	Bofa Advisors, LLC other	Other	Oct 26, 2005	Jan 25, 2006 (91 d)
Robert James Stark	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Aug 19, 2005	Aug 18, 2005
Paul Joseph Giovanniello	State Street Research & Management Company unclassified	Bofa Advisors, LLC other	Other	Jul 29, 2005	Aug 11, 2005
Scott Arthur Avery	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	May 9, 2005	May 9, 2005
Shonn See Rutledge	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	May 9, 2005	May 11, 2005
Jay Cary Parker	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	May 4, 2005	May 4, 2005
Jason P Zubiel	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 29, 2005	May 2, 2005
Eugene P Sullivan	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 28, 2005	Apr 28, 2005
Charles P Perosio	Banc Of America Investment Services, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 28, 2005	Apr 29, 2005
Sarah Rachel Hentschel	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 22, 2005	Apr 25, 2005
Lance Fairbanks Hallam	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Apr 18, 2005	Apr 8, 2005
Philip William Martin	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 12, 2005	Apr 13, 2005
John W Mcauley	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 12, 2005	Apr 12, 2005
Edward Henry O'Donoghue	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 12, 2005	Apr 13, 2005
Bryan Nelson	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 12, 2005	Apr 13, 2005
Brian Richard Martin	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 12, 2005	Apr 12, 2005
David M Lieberman	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 8, 2005	Apr 8, 2005
Douglas Edward Hintlian	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 7, 2005	Apr 8, 2005
Burns Mcneil Lowry	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Bofa Advisors, LLC other	Other	Apr 5, 2005	May 5, 2005
Christopher Neil Gowe	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 5, 2005	Apr 6, 2005
Michelle Allison	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 5, 2005	Apr 6, 2005
Margaret Mary Oleary	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 4, 2005	Apr 4, 2005
Kenneth Wayne Finke	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 4, 2005	Apr 4, 2005
John Michael Flowers	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Apr 4, 2005	Apr 4, 2005
Donald William Elliott	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 31, 2005	Apr 1, 2005
Matthew Patrick Doyle	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 31, 2005	Apr 1, 2005
Adam Scott Cefalo	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 30, 2005	Mar 31, 2005
David G Capelle	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 30, 2005	Mar 31, 2005
Richard John Ballou	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 28, 2005	Mar 29, 2005
Paul William Lee Woodford	Federated Investment Counseling other	Bofa Advisors, LLC other	Other	Mar 28, 2005	Mar 8, 2005
Jeffrey Scott Hughes	Wells Fargo Advisors wirehouse	Bofa Advisors, LLC other	Other	Mar 21, 2005	Sep 9, 2005 (172 d)
Stuart Clivie Donovan	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 18, 2005	Mar 18, 2005
Sandra Marie Palmer	Columbia Management Advisors, Inc. unclassified	Bofa Advisors, LLC other	Other	Mar 9, 2005	Mar 9, 2005
Steven Jeffrey Tucker	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Feb 25, 2005	Feb 14, 2005
Jason Michael Snow	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Feb 25, 2005	Feb 11, 2005
Todd Alan Volkman	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Feb 14, 2005	Feb 14, 2005
David Robert Naylor	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Feb 11, 2005	Feb 11, 2005
Kevin Patrick O'Hare	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Feb 11, 2005	Feb 11, 2005
John Crudup Perry	Bacap Distributors, LLC unclassified	Bofa Advisors, LLC other	Other	Feb 11, 2005	Feb 11, 2005

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73 moves match.