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 Eide Bailly 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.

AdvisorFromToTypeLeftRegistered
Justin M PatellaroSimplex Wealth Management independent RIAEide Bailly Advisors, LLC independent RIARIA to RIADec 2, 2024Nov 28, 2023
Brett Michael MyerThe Investment Counsel Company independent RIAEide Bailly Advisors, LLC independent RIARIA to RIAMar 6, 2023Mar 17, 2023
Andrea NelsonSecurities America Advisors, Inc. BD affiliatedEide Bailly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2022Jun 24, 2022 (42 d)
Matthew Joseph CawleyBuild Asset Management asset managerEide Bailly Advisors, LLC independent RIAOtherApr 27, 2022Oct 26, 2022 (182 d)
Bradley BlazekEdward Jones national BDEide Bailly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 5, 2021Jan 7, 2021
Jenna Marie JohnsonComplete Investment Advisory, LLC state registeredEide Bailly Advisors, LLC independent RIAOtherAug 14, 2019Jan 3, 2020 (142 d)
Mark David WhittakerTrek Financial otherEide Bailly Advisors, LLC otherOtherMar 7, 2018Feb 13, 2018
Brandy Dusa PearceUnited Planners' Financial Services Of America A Limited Partner otherEide Bailly Advisors, LLC otherOtherOct 28, 2016Nov 10, 2016
Jay Blakeley WillcoxVoya Financial Advisors, Inc. otherEide Bailly Advisors, LLC otherOtherApr 2, 2013Jun 14, 2013 (73 d)
David Marvin KaltWells Fargo Advisors wirehouseEide Bailly Advisors, LLC otherOtherSep 27, 2010Sep 30, 2010
John Wesley CarringtonBoar Capital Advisors, LLC unclassifiedEide Bailly Advisors, LLC otherOtherMay 13, 2010May 12, 2010
Jill J KloseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEide Bailly Advisors, LLC otherOtherJul 20, 2009Aug 17, 2009
Bradley Shayne Lester1st Global Advisors Inc otherEide Bailly Advisors, LLC otherOtherOct 1, 2008Oct 7, 2008
Jeffrey Lee Ou Baty1st Global Advisors Inc otherEide Bailly Advisors, LLC otherOtherOct 1, 2008Oct 8, 2008
Jeffrey Todd Lester1st Global Advisors Inc otherEide Bailly Advisors, LLC otherOtherOct 1, 2008Oct 9, 2008
Monica Lynn MurphyWaddell & Reed otherEide Bailly Advisors, LLC otherOtherMay 8, 2008Feb 17, 2009 (285 d)
Daren Lee PladsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEide Bailly Advisors, LLC otherOtherJan 3, 2007Jan 29, 2007
Neil Howard GraffWoodbury Financial Services, Inc. otherEide Bailly Advisors, LLC otherOtherJun 1, 2004May 26, 2004
Bradley Mark KelleyInvest Financial Corporation otherEide Bailly Advisors, LLC otherOtherOct 23, 2003Dec 10, 2003 (48 d)
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19 moves match.