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 Bsg Advisers
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 |
|---|---|---|---|---|---|
| George Andrew Leisure | Eagle Strategies LLC BD affiliated | Bsg Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2024 | Aug 12, 2024 |
| Robert Francis Picha | MML Investors Services, LLC BD affiliated | Bsg Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2018 | Sep 26, 2018 (40 d) |
| Laird Wallace Hepburn | MML Investors Services, LLC BD affiliated | Bsg Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2018 | Sep 26, 2018 (40 d) |
| Justin Michael Struble | Ae Wealth Management, LLC independent RIA | Bsg Advisers independent RIA | RIA to RIA | Jul 31, 2018 | Sep 26, 2018 (57 d) |
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4 moves match.