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 Bay Capital 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 |
|---|---|---|---|---|---|
| Vivian Maher Honeycutt | Honeycutt Financial Services, LLC unclassified | Bay Capital Advisors, LLC independent RIA | Other | Apr 5, 2022 | Apr 6, 2022 |
| Edward Joe Sallee | Concourse Financial Group Advisors other | Bay Capital Advisors, LLC independent RIA | Other | Dec 5, 2016 | Nov 21, 2016 |
| Brian Bourdon | Ferris, Baker Watts, LLC unclassified | Bay Capital Advisors, LLC independent RIA | Other | Feb 12, 2007 | Feb 14, 2007 |
| Stephen Douglas Memery | Next Financial Group, Inc. other | Bay Capital Advisors, LLC independent RIA | Other | Dec 2, 2005 | Jul 12, 2007 (587 d) |
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4 moves match.