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 Bouchey Financial Group Ltd
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 |
|---|---|---|---|---|---|
| Jason Michael Alonzo | J.P. Morgan Investment Management Inc. asset manager | Bouchey Financial Group Ltd independent RIA | Other | Jun 5, 2024 | Dec 2, 2021 |
| Ryan Steven Bouchey | Inside Edge Capital Management, LLC state registered | Bouchey Financial Group Ltd independent RIA | Other | Dec 12, 2022 | Jan 11, 2023 |
| Paolo Christopher Lapietra | Morgan Stanley wirehouse | Bouchey Financial Group Ltd independent RIA | Wirehouse to independent RIA | Jul 17, 2018 | Jul 30, 2021 (1109 d) |
| Martin Xavier Shields | West Financial Services, Inc. other | Bouchey Financial Group Ltd other | Other | Jul 18, 2011 | Oct 23, 2012 (463 d) |
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4 moves match.