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 Bay Point 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
Elizabeth Grace GilletteMainstreet Financial Planning, Inc. state registeredBay Point Wealth independent RIAOtherJun 3, 2022Jun 21, 2022
Jacob Watson SadlerWoodstone Financial, LLC unclassifiedBay Point Wealth independent RIAOtherJan 26, 2022Dec 23, 2021
Sarah Anne MelzerRaymond James & Associates, Inc. national BDBay Point Wealth independent RIAAffiliated broker-dealer or bank to independent RIANov 24, 2020Dec 11, 2020
Lyn Ann DippelFai Wealth Management independent RIABay Point Wealth independent RIARIA to RIAAug 27, 2020Jul 13, 2020
Yvonne Michele ScogginsJsk Financial Services LLC unclassifiedBay Point Wealth independent RIAOtherMar 24, 2020Jan 3, 2020
John Daniel EbingerOsaic Fa, Inc. otherBay Point Wealth independent RIAOtherFeb 28, 2018Mar 10, 2018
James Scott KantowskiGive.Com Investments, LLC unclassifiedBay Point Wealth independent RIAOtherDec 31, 2015Jan 3, 2020 (1464 d)
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7 moves match.