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 Boyle Capital
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 |
|---|---|---|---|---|---|
| David Benjamin Merritt | Commerce Wealth Advisers, LLC other | Boyle Capital other | Other | Jun 19, 2014 | Jun 17, 2016 (729 d) |
| Ryan Patrick O'Hare | Wells Fargo Advisors wirehouse | Boyle Capital other | Other | Jun 3, 2014 | Jun 10, 2014 |
| Brian Fitzgerald Boyle | Dewaay Capital Management other | Boyle Capital other | Other | Jul 21, 2004 | Aug 5, 2004 |
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3 moves match.