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 Belleair 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.

AdvisorFromToTypeLeftRegistered
Tamrah Jennifer BordiniInspire Advisors, LLC independent RIABelleair Wealth Management, LLC independent RIARIA to RIAApr 4, 2024Sep 16, 2024 (165 d)
Melissa Alene PinkertonMercer Global Advisors Inc. independent RIABelleair Wealth Management, LLC independent RIARIA to RIAAug 18, 2021Jan 2, 2025 (1233 d)
James Anthony BankesRaymond James Financial Services Advisors, Inc BD affiliatedBelleair Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 5, 2019Jul 10, 2019
David John KruisCrossplan Money Management otherBelleair Wealth Management, LLC independent RIAOtherJun 9, 2015Apr 28, 2015
Luke Allen AndrewsCrossplan Money Management otherBelleair Wealth Management, LLC independent RIAOtherJun 9, 2015Apr 24, 2015
Randy Alan PattisonTransamerica Financial Advisors, LLC otherBelleair Wealth Management, LLC independent RIAOtherApr 26, 2013Apr 16, 2012
William Rothwell WilcoxBb&T Investment Services, Inc. no RAUMBelleair Wealth Management, LLC independent RIAOtherMay 7, 2012Sep 6, 2013 (487 d)
Page 1 of 1
7 moves match.