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 David Bodnar 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 |
|---|---|---|---|---|---|
| Matthew Harold Richardson | Triad Advisors, LLC other | David Bodnar Advisors LLC other | Other | Mar 9, 2011 | Jun 8, 2011 (91 d) |
| Mark Herbert Schnizer | Signator Investors, Inc. other | David Bodnar Advisors LLC other | Other | Jan 4, 2011 | May 31, 2011 (147 d) |
| Nathaniel Thomas Cornell | Advantage Capital Corporation unclassified | David Bodnar Advisors LLC other | Other | Apr 2, 2007 | Feb 12, 2007 |
| David Paul Bodnar | Advantage Capital Corporation unclassified | David Bodnar Advisors LLC other | Other | Apr 2, 2007 | Jan 24, 2006 |
| Joshua David Deeter | Advantage Capital Corporation unclassified | David Bodnar Advisors LLC other | Other | Apr 2, 2007 | Feb 10, 2006 |
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5 moves match.