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 Bountiful Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher D Mcvay | Oneamerica Securities, Inc. BD affiliated | Bountiful Investment Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2023 | Aug 15, 2023 |
| Greg Voccio | Citizens Securities, Inc. BD affiliated | Bountiful Investment Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2020 | Aug 20, 2020 |
| Manuel Raposa Rezendes | Citizens Securities, Inc. other | Bountiful Investment Management LLC independent RIA | Other | Aug 21, 2015 | Sep 8, 2015 |
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3 moves match.