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 Bma 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Robert Burns | Burns Capital Investment Advisors, Inc. unclassified | Bma Advisors, LLC state registered | Other | Sep 30, 2024 | May 1, 2023 |
| Brian Walter Stead | Broxton Capital Advisors LLC other | Bma Advisors, LLC state registered | Other | Jun 9, 2023 | Feb 17, 2023 |
| Daniel Anthony Dolcini | Broxton Capital Advisors LLC other | Bma Advisors, LLC state registered | Other | Sep 20, 2022 | Mar 30, 2023 (191 d) |
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3 moves match.