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 Bft Financial Group, 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.

AdvisorFromToTypeLeftRegistered
Travis CrowellChase Investment Services Corp. otherBft Financial Group, LLC otherOtherApr 10, 2012Apr 9, 2012
Brian Joseph MuellerDemicell Wealth Managers, Inc. otherBft Financial Group, LLC otherOtherFeb 28, 2011Mar 16, 2011
Daniel Neil SavardMain Street Advisors, LLC otherBft Financial Group, LLC otherOtherOct 30, 2009Oct 28, 2009
Gregory Lynn HuttoRaymond James & Associates, Inc. national BDBft Financial Group, LLC otherOtherJan 18, 2008Jan 19, 2010 (732 d)
Larry Dale JacksonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBft Financial Group, LLC otherOtherJun 29, 2007Jun 25, 2007
Daniel Scott GriebProfessional Partners Corporation unclassifiedBft Financial Group, LLC otherOtherDec 31, 2006Jan 10, 2007
Philip Brian CrawfordProfessional Partners Corporation unclassifiedBft Financial Group, LLC otherOtherDec 31, 2006Jan 5, 2007
Bret Allen WilsonLPL Financial LLC otherBft Financial Group, LLC otherOtherJun 6, 2005Jun 6, 2005
Jessica Carolyn Cutrera PapadopoulosQuest Capital Strategies, Inc. otherBft Financial Group, LLC otherOtherDec 17, 2004Dec 17, 2004
Michael Alan MillsH. Beck, Inc. otherBft Financial Group, LLC otherOtherJan 7, 2004Jan 9, 2004
Richard Paul DirkseSecurities America Advisors, Inc. otherBft Financial Group, LLC otherOtherJan 6, 2004Jan 5, 2004
William Campbell Monroe IIIProfessional Partners Corporation unclassifiedBft Financial Group, LLC otherOtherNov 14, 2003Aug 18, 2003
Sharon Marie MedinaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBft Financial Group, LLC otherOtherMay 28, 2003May 21, 2003
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13 moves match.