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 Buckingham Capital Management, Inc.

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
Jay Allen BuckinghamBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherMar 6, 2025Oct 18, 1999
Melissa Lynn MuellerBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Sep 1, 2022
Nicole Theisen StrbichBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Mar 29, 2018
Tracy E TravisBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Mar 8, 2022
Bradley Paul GriffithBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Sep 14, 2018
Marla Rae ChambersBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherMar 6, 2025Oct 19, 2015
Lance C SteinerBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Aug 15, 2018
Emily M CozadBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025May 6, 2021
Mitchell Thomas BodenmillerNewedge Advisors BD affiliatedBuckingham Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2022Sep 29, 2022 (65 d)
Christina N IsraelFifth Third Securities, Inc. BD affiliatedBuckingham Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2022Apr 20, 2022
Jessica B DeboldBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherDec 2, 2021Mar 29, 2018
Ashlee Danette WaltonBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherDec 2, 2021Jun 12, 2017
Travis DenkenbergerBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherMay 4, 2017Feb 10, 2017
Carolyn Jean CookMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBuckingham Capital Management, Inc. otherOtherJan 4, 2012Feb 23, 2012 (50 d)
Timothy Laverne WhetroNrp Financial, Inc. unclassifiedBuckingham Capital Management, Inc. otherOtherJul 14, 2005Apr 4, 2005
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15 moves match.