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 Three Bell Capital 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
Phellipe SantosGrant Private Wealth Management independent RIAThree Bell Capital LLC mixed wealthRIA to RIAMay 6, 2024Apr 13, 2026 (707 d)
Virginia DebbinkGlobal Retirement Partners LLC institutionalThree Bell Capital LLC mixed wealthOtherAug 1, 2023Nov 1, 2023 (92 d)
Steven Adam StroudJ.P. Morgan Securities LLC wirehouseThree Bell Capital LLC mixed wealthWirehouse to independent RIAJan 15, 2022Jan 14, 2022
Dean SomesAcribus Capital LLC state registeredThree Bell Capital LLC mixed wealthOtherDec 17, 2019Jun 23, 2021 (554 d)
Sunkul Kumar SoniCitigroup Global Markets Inc. BD affiliatedThree Bell Capital LLC mixed wealthAffiliated broker-dealer or bank to independent RIAMay 2, 2019Mar 29, 2022 (1062 d)
Joshua David ScheibleyBpm Advisors, Inc. otherThree Bell Capital LLC otherOtherMar 6, 2018Feb 6, 2018
William Henry MartinAltos Investments, Inc. unclassifiedThree Bell Capital LLC otherOtherAug 16, 2017Apr 17, 2017
Jeffrey Keith LarsenBpm Advisors, Inc. otherThree Bell Capital LLC otherOtherJul 13, 2016Jun 29, 2016
Elisabeth Lynn BoazWinans Investments otherThree Bell Capital LLC mixed wealthOtherMar 23, 2015Aug 9, 2021 (2331 d)
Meredith Walton HenryLord, Abbett & Co. LLC otherThree Bell Capital LLC otherOtherOct 7, 2014Oct 23, 2014
Eric Cameron PattersonWinans Investments otherThree Bell Capital LLC mixed wealthOtherJan 17, 2012Jan 9, 2025 (4741 d)
Jonathan Hall PorterHightower Advisors, LLC otherThree Bell Capital LLC mixed wealthOtherJul 29, 2011Jul 24, 2024 (4744 d)
Mickey SakataStancorp Investment Advisers, Inc. otherThree Bell Capital LLC mixed wealthOtherFeb 10, 2010Aug 24, 2021 (4213 d)
Sean Kristian SnyderCibc Private Wealth Advisors, Inc. otherThree Bell Capital LLC otherOtherJan 30, 2007Oct 30, 2013 (2465 d)
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14 moves match.