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 Biondo Investment 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 |
|---|---|---|---|---|---|
| Ariel F Kosco | Wells Fargo Advisors wirehouse | Biondo Investment Advisors LLC independent RIA | Wirehouse to independent RIA | Feb 9, 2024 | Mar 1, 2024 |
| Casey Hunter Pisano | Osaic Wealth, Inc. BD affiliated | Biondo Investment Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2019 | Jan 30, 2019 |
| Timothy Michael Dalton | Saxony Capital Management, LLC other | Biondo Investment Advisors LLC other | Other | Sep 5, 2012 | Sep 11, 2012 |
| Elizabeth Cicolello Messina | Advice And Planning Services other | Biondo Investment Advisors LLC other | Other | May 1, 2009 | Apr 3, 2013 (1433 d) |
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4 moves match.