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 Family 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric Daniel Curry | Svb Wealth BD affiliated | Boston Family Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 26, 2024 | Feb 5, 2025 (194 d) |
| Thomas Michael Callahan | Focus Partners Wealth, LLC independent RIA | Boston Family Advisors LLC independent RIA | RIA to RIA | Oct 12, 2021 | Feb 1, 2022 (112 d) |
Page 1 of 1
2 moves match.