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 Blakeslee & Blakeslee Financial Advisers Inc.
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 |
|---|---|---|---|---|---|
| Gary Alan Peace | Edward Jones national BD | Blakeslee & Blakeslee Financial Advisers Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2025 | Sep 14, 2026 (503 d) |
| David Richard Ford | Capital Client Group, Inc. no RAUM | Blakeslee & Blakeslee Financial Advisers Inc. independent RIA | Other | Jan 3, 2025 | May 14, 2025 (131 d) |
| Christopher Wren Coates | Blakeslee And Blakeslee Inc. unclassified | Blakeslee & Blakeslee Financial Advisers Inc. independent RIA | Other | Jul 14, 2017 | Jul 26, 2017 |
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3 moves match.