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 Bestgate 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mycha Morgan Marshall | Private Advisor Group, LLC BD affiliated | Bestgate Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 23, 2021 | Oct 27, 2021 |
| Cody Keith Ulland | Fidelity Personal And Workplace Advisors BD affiliated | Bestgate Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2020 | Jan 28, 2021 (37 d) |
| Matthew Robert Costa | Park Avenue Securities LLC BD affiliated | Bestgate Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2019 | Jun 17, 2019 (69 d) |
| Gregory S Will | Park Avenue Securities LLC BD affiliated | Bestgate Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2019 | Jun 17, 2019 (70 d) |
| Allen Kellam Ayers | Integrated Wealth Concepts LLC independent RIA | Bestgate Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 19, 2019 | Jun 17, 2019 (118 d) |
| Glen Edward Frost | Court Place Advisors LLC independent RIA | Bestgate Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 19, 2019 | Jun 17, 2019 (118 d) |
| Joseph Thomas Hill | Court Place Advisors LLC independent RIA | Bestgate Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 19, 2019 | Jun 17, 2019 (118 d) |
| Timothy Michael Stolz | Surepath Wealth Management unclassified | Bestgate Wealth Advisors, LLC independent RIA | Other | Jun 22, 2018 | Jun 17, 2019 (360 d) |
| John Anthony Faggio | Ssn Advisory, Inc. other | Bestgate Wealth Advisors, LLC independent RIA | Other | Oct 1, 2012 | Sep 19, 2019 (2544 d) |
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9 moves match.