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 Bhk Investment Advisors
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 |
|---|---|---|---|---|---|
| Michael Blair | Porter White Investment Advisors, Inc. independent RIA | Bhk Investment Advisors independent RIA | RIA to RIA | Feb 13, 2024 | Mar 6, 2024 |
| Robert Lee Barnett | Captrust Financial Advisors other | Bhk Investment Advisors other | Other | Jan 18, 2011 | Nov 22, 2011 (308 d) |
| Samuel Mccurdy Kirkpatrick | Wells Fargo Advisors wirehouse | Bhk Investment Advisors other | Other | Aug 31, 2006 | Sep 6, 2006 |
| Meredyth Roberts Hazzard | Wells Fargo Advisors wirehouse | Bhk Investment Advisors other | Other | Apr 28, 2006 | May 17, 2006 |
| James Bailey Knight | Wells Fargo Advisors wirehouse | Bhk Investment Advisors other | Other | Apr 28, 2006 | May 17, 2006 |
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5 moves match.