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 Boston Harbor 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
Matthew Alton DavisRaymond James Financial Services Advisors, Inc BD affiliatedBoston Harbor Wealth Advisors, LLC otherOtherJul 26, 2024Mar 24, 2016
Ryan David HendricksonRaymond James Financial Services Advisors, Inc BD affiliatedBoston Harbor Wealth Advisors, LLC otherOtherJun 28, 2024Mar 24, 2016
Samuel Robert ChamberlainRaymond James Financial Services Advisors, Inc BD affiliatedBoston Harbor Wealth Advisors, LLC otherOtherJun 28, 2024Mar 24, 2016
Elizabeth Osterndorf CampbellRaymond James Financial Services Advisors, Inc BD affiliatedBoston Harbor Wealth Advisors, LLC otherOtherApr 18, 2018Sep 29, 2017
John Frank GeffertEdward Jones national BDBoston Harbor Wealth Advisors, LLC otherOtherJan 17, 2018Jan 17, 2018
Christopher W. BryantCharles Schwab & Co., Inc. national BDBoston Harbor Wealth Advisors, LLC otherOtherOct 30, 2017Oct 26, 2017
Sean Reid FlynnCharles Schwab & Co., Inc. national BDBoston Harbor Wealth Advisors, LLC otherOtherOct 19, 2017Oct 23, 2017
Donald Marcel RoySecurities America Advisors, Inc. otherBoston Harbor Wealth Advisors, LLC otherOtherAug 30, 2017Aug 28, 2017
Mark Kenneth LessnerAmeriprise Financial Services, LLC national BDBoston Harbor Wealth Advisors, LLC otherOtherApr 26, 2017May 2, 2017
David Alton LessnerAmeriprise Financial Services, LLC national BDBoston Harbor Wealth Advisors, LLC otherOtherApr 24, 2017May 2, 2017
Jeanne Kearns HagarOsaic Fs, Inc. otherBoston Harbor Wealth Advisors, LLC otherOtherMar 8, 2017Feb 23, 2017
Thomas Michael BurgerOsaic Fs, Inc. otherBoston Harbor Wealth Advisors, LLC otherOtherMar 8, 2017Feb 23, 2017
Mitchell Douglas CustenborderEdward Jones national BDBoston Harbor Wealth Advisors, LLC otherOtherJan 17, 2017Jan 17, 2017
Bruce James TobinRaymond James Financial Services Advisors, Inc otherBoston Harbor Wealth Advisors, LLC otherOtherDec 27, 2016Nov 29, 2016
Johnathan Charles BreenAmeriprise Financial Services, LLC national BDBoston Harbor Wealth Advisors, LLC otherOtherSep 30, 2016Oct 3, 2016
Benjamin Payson DodgeAmeriprise Financial Services, LLC national BDBoston Harbor Wealth Advisors, LLC otherOtherDec 31, 2014Sep 30, 2016 (639 d)
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16 moves match.