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 Barry Investment 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 |
|---|---|---|---|---|---|
| Bethany Lynn Parker | LPL Financial LLC independent RIA | Barry Investment Advisors, LLC independent RIA | RIA to RIA | Dec 26, 2017 | May 2, 2023 (1953 d) |
| Andrea Kelly Mcnamara | Great Point Wealth Advisors, LLC other | Barry Investment Advisors, LLC other | Other | Mar 29, 2016 | Jun 29, 2016 (92 d) |
| Elizabeth Mcgrath Garvey | Calibre Advisory Services Inc. unclassified | Barry Investment Advisors, LLC other | Other | Oct 15, 2009 | May 27, 2010 (224 d) |
| Patrick John Barry | A. G. Edwards & Sons, Inc. unclassified | Barry Investment Advisors, LLC other | Other | Nov 29, 2007 | Nov 27, 2007 |
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4 moves match.