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 Boulay Wealth

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
Blake Brian FaustAbbey Street independent RIABoulay Wealth independent RIARIA to RIAApr 10, 2026May 4, 2026
Thomas Russell PargettCwm, LLC BD affiliatedBoulay Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2025Mar 21, 2025
Matthew Ryan DelaneyCliftonlarsonallen Wealth Advisors, LLC BD affiliatedBoulay Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2023Jun 6, 2023 (106 d)
Jon James MelanderValmark Advisers, Inc. BD affiliatedBoulay Wealth otherOtherDec 31, 2021Mar 4, 2015
Katherine ManahanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBoulay Wealth independent RIAWirehouse to independent RIAAug 30, 2021Sep 24, 2021
Matthew HeilmerFidelity Personal And Workplace Advisors BD affiliatedBoulay Wealth independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2021Jun 2, 2021
Scott Eric NelsonRobert Steffen & Associates unclassifiedBoulay Wealth independent RIAOtherJun 23, 2020Jan 3, 2020
Patrick Kelly Schneeman1st Global Advisors Inc otherBoulay Wealth otherOtherOct 29, 2014Nov 3, 2014
Joseph Daniel Bloodgood1st Global Advisors Inc otherBoulay Wealth otherOtherAug 27, 2014Aug 28, 2014
Braden Charles EllisPark Avenue Securities LLC otherBoulay Wealth otherOtherMar 28, 2014Aug 27, 2014 (152 d)
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10 moves match.