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 Bill Few Associates, Inc.

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
Natalie Ann KasievichStifel, Nicolaus & Company, Incorporated national BDBill Few Associates, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2017Jun 10, 2025 (3009 d)
Susan Anne FaustTrebuchet Consulting, LLC otherBill Few Associates, Inc. otherOtherFeb 27, 2015Feb 20, 2015
Mia Ann KovacsUBS Financial Services Inc. wirehouseBill Few Associates, Inc. otherOtherFeb 23, 2015Feb 18, 2015
Peter Roy BelcastroPnc Wealth Management otherBill Few Associates, Inc. otherOtherMay 20, 2014Jan 6, 2015 (231 d)
David Lee RishelPwa Wealth Management otherBill Few Associates, Inc. otherOtherMar 1, 2013Mar 4, 2013
Steven Jeffrey MillerDeloitte Investment Advisors LLC unclassifiedBill Few Associates, Inc. otherOtherAug 4, 2008Aug 4, 2008
William J NicholsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBill Few Associates, Inc. otherOtherNov 20, 2006Jan 18, 2007 (59 d)
John Patrick KrolikowskiGoldman Sachs Wealth Services, L.P. otherBill Few Associates, Inc. otherOtherJul 14, 2005Jul 19, 2006 (370 d)
Kenneth James ComoBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 10, 2005 (95 d)
Kent James MarkleBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 10, 2005 (95 d)
Jeffry MarzinaBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 6, 2005 (91 d)
Joseph John DeandreaBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 11, 2005 (96 d)
Alison Fox WertzBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 10, 2005 (95 d)
Rodney Spencer EnghBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 11, 2005 (96 d)
Jeffrey J HeasleyBill Few Securities, Inc. unclassifiedBill Few Associates, Inc. otherOtherFeb 4, 2005May 6, 2005 (91 d)
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15 moves match.