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 The Blakeley Group 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 |
|---|---|---|---|---|---|
| Shishun Kryskalla | Morgan Stanley wirehouse | The Blakeley Group Inc other | Other | Nov 8, 2023 | Jan 24, 2024 (77 d) |
| Svetla D Vavova-Clifford | Charles Schwab & Co., Inc. national BD | The Blakeley Group Inc other | Other | Nov 12, 2020 | May 21, 2021 (190 d) |
| Dick Eugene Blakeley | Concert Wealth Management other | The Blakeley Group Inc other | Other | Dec 31, 2008 | Jan 6, 2025 (5850 d) |
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3 moves match.