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 Bca Private Wealth, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John William Saverance | Equitable Advisors, LLC national BD | Bca Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jan 1, 2025 (139 d) |
| Jonathan Thomas Burns | Equitable Advisors, LLC national BD | Bca Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2024 | Aug 19, 2024 (63 d) |
| Tiffany Lowe Gilbert | Belpointe Asset Management LLC independent RIA | Bca Private Wealth, Inc. independent RIA | RIA to RIA | Jun 5, 2024 | Sep 24, 2024 (111 d) |
| Anne Jane Thompson | Charles Schwab & Co., Inc. national BD | Bca Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2023 | Mar 23, 2023 |
| Anthony R Colancecco | Apexium Financial LP other | Bca Private Wealth, Inc. independent RIA | Other | Apr 5, 2017 | Oct 24, 2019 (932 d) |
| James Bryan Keith Ballentine | Triad Advisors, LLC other | Bca Private Wealth, Inc. independent RIA | Other | Jun 13, 2006 | Jun 15, 2006 |
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6 moves match.