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 Bdo Wealth 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.

AdvisorFromToTypeLeftRegistered
Tracey Elizabeth RichardsonNorthwestern Mutual Investment Services,LLC no RAUMBdo Wealth Advisors, LLC independent RIAOtherDec 21, 2022May 22, 2023 (152 d)
William George LoweryLowery Asset Consulting, LLC independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAOct 22, 2021Jan 13, 2022 (83 d)
David Roman JuzwiakLowery Asset Consulting, LLC independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAOct 22, 2021Jan 13, 2022 (83 d)
Eli Nathan LernerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBdo Wealth Advisors, LLC independent RIAWirehouse to independent RIAApr 8, 2021Jan 13, 2022 (280 d)
Barbara Jean DevineCosyntris Advisory Network, LLC independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAFeb 5, 2021Mar 19, 2021 (42 d)
Trevor Joe EmeryCosyntris Advisory Network, LLC independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAFeb 5, 2021Mar 19, 2021 (42 d)
Micah John LangCosyntris Advisory Network, LLC independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAFeb 5, 2021Mar 19, 2021 (42 d)
Peter Paul JenkinsBiegel Waller Investment Advisory Services independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAJan 24, 2020Feb 6, 2020
Matthew Ari GotlinBiegel Waller Investment Advisory Services independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAJan 24, 2020Feb 6, 2020
Mark David BiegelBiegel Waller Investment Advisory Services independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAJan 24, 2020Feb 5, 2020
James Boyd WallerBiegel Waller Investment Advisory Services independent RIABdo Wealth Advisors, LLC independent RIARIA to RIAJan 24, 2020Feb 6, 2020
Eric Jonathan LinserNamcoa mixed wealthBdo Wealth Advisors, LLC independent RIARIA to RIAApr 9, 2019Apr 18, 2019
Michael Joseph LynchOt: Optimized Transitions, Independent Investment Counsel, LLC unclassifiedBdo Wealth Advisors, LLC independent RIAOtherDec 31, 2018Apr 2, 2021 (823 d)
Jeremy Thomas DunlopSignet Financial Management, LLC otherBdo Wealth Advisors, LLC otherOtherAug 7, 2017Aug 21, 2017
Matthew Boyd CochranLba Wealth Management, LLC otherBdo Wealth Advisors, LLC otherOtherMay 19, 2017Apr 5, 2017
Eugene Morris JrLba Wealth Management, LLC otherBdo Wealth Advisors, LLC otherOtherMay 19, 2017Apr 6, 2017
Kaitlyn Pandzik WeatherlyLba Wealth Management, LLC otherBdo Wealth Advisors, LLC otherOtherMay 19, 2017Apr 5, 2017
Jeffery T AlbanezeLba Wealth Management, LLC otherBdo Wealth Advisors, LLC otherOtherMay 19, 2017Apr 5, 2017
Christopher Gerald WidingGsk Wealth Advisors, Inc. otherBdo Wealth Advisors, LLC otherOtherOct 4, 2016Oct 20, 2016
Harriet Johnson BrackeyGsk Wealth Advisors, Inc. otherBdo Wealth Advisors, LLC otherOtherOct 4, 2016Oct 17, 2016
Deborah Lynn MaretStone Carlie Wealth Advisors, LLC unclassifiedBdo Wealth Advisors, LLC otherOtherAug 4, 2015May 27, 2015
Anne Marie PhelpsStone Carlie Wealth Advisors, LLC unclassifiedBdo Wealth Advisors, LLC otherOtherAug 4, 2015Aug 11, 2015
Sarah C HancockStone Carlie Wealth Advisors, LLC unclassifiedBdo Wealth Advisors, LLC otherOtherAug 4, 2015Aug 11, 2015
Dorothy Evelyn BossungInterocean Wealth Management LLC unclassifiedBdo Wealth Advisors, LLC independent RIAOtherJul 29, 2009Sep 7, 2022 (4788 d)
Tyson James GigerStifel, Nicolaus & Company, Incorporated national BDBdo Wealth Advisors, LLC otherOtherNov 11, 2008Jan 25, 2018 (3362 d)
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25 moves match.