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 Bcs Wealth Management, 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 |
|---|---|---|---|---|---|
| John Douglas Brandon | Raymond James & Associates, Inc. national BD | Bcs Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2021 | Apr 8, 2021 |
| Jeffrey Burgess | First Horizon Advisors, Inc mixed wealth | Bcs Wealth Management, LLC independent RIA | RIA to RIA | Nov 2, 2018 | Jan 14, 2019 (73 d) |
| Scott Mason Linn | First Tennessee Advisory Services, Inc. other | Bcs Wealth Management, LLC independent RIA | Other | Oct 10, 2013 | Sep 21, 2021 (2903 d) |
| Nicholas Andrew Clay | J.J.B. Hilliard, W.L. Lyons, LLC other | Bcs Wealth Management, LLC other | Other | Oct 4, 2010 | Oct 27, 2010 |
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4 moves match.