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 Beverly Hills Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Edward Kelly LeviMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherMay 7, 2015May 27, 2015
Mark Edward MccomseyMccomsey Asset Management, LLC otherBeverly Hills Wealth Management, LLC otherOtherMar 21, 2014Sep 5, 2013
Ivan JevremovicMccomsey Asset Management, LLC otherBeverly Hills Wealth Management, LLC otherOtherMar 21, 2014Sep 4, 2013
Denise BareMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherJan 3, 2014Jan 14, 2014
Edward Joseph BuntingMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherAug 7, 2013Jul 31, 2013
Bradley Scott SullivanMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherAug 7, 2013Jul 30, 2013
Julia Ramona ShilesMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherJul 24, 2013Jan 21, 2014 (181 d)
Andrew Corey FassRobert W. Baird & Co. Incorporated otherBeverly Hills Wealth Management, LLC otherOtherJul 20, 2012Aug 13, 2012
Taylor Robert SchulteMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherMay 2, 2012Apr 30, 2012
Sofia Hanane BoussebaChase Investment Services Corp. otherBeverly Hills Wealth Management, LLC otherOtherFeb 7, 2012Jan 23, 2014 (716 d)
Bart Richard AlbrigoMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherFeb 3, 2012Mar 6, 2012 (32 d)
Steven William StahlbergRobert W. Baird & Co. Incorporated otherBeverly Hills Wealth Management, LLC otherOtherJan 12, 2012Jun 7, 2012 (147 d)
Mary Catherine KusnicMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherFeb 11, 2011Feb 24, 2011
Robert Henry JonesMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherFeb 11, 2011Feb 24, 2011
Antoni Enrique LucasMorgan Stanley wirehouseBeverly Hills Wealth Management, LLC otherOtherDec 1, 2010Jan 14, 2011 (44 d)
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15 moves match.