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 Benchmark Advisory Services, 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 |
|---|---|---|---|---|---|
| Daniel Gardner Converse | Verus Capital Partners, LLC independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Jan 10, 2023 | Nov 23, 2021 |
| Scott Rothbort | Lakeview Asset Management, LLC unclassified | Benchmark Advisory Services, LLC independent RIA | Other | Jan 20, 2022 | Jul 29, 2021 |
| Barry Waxler | Verus Capital Partners, LLC independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Dec 14, 2021 | Oct 25, 2021 |
| Cynthia A Pulver | International Assets Investment Management, LLC BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2021 | Dec 14, 2021 |
| Anthony Albert Nardi | LPL Financial LLC BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2021 | Oct 11, 2021 |
| John Jason Ferneau | Bfc Planning, Inc. BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2021 | Aug 18, 2021 |
| Derrick Salvador Avelar | Creative Planning independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Aug 17, 2021 | Aug 17, 2021 |
| Thomas Melburn | Cambria Capital LLC independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Jun 24, 2021 | Aug 19, 2021 (56 d) |
| Kalyan Kavili | Ameriprise Financial Services, LLC national BD | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2021 | May 14, 2021 |
| Logan Brooks Lowrey | Cape Investment Advisory, Inc. independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Apr 28, 2021 | Apr 28, 2021 |
| Debinder Deshmukh | Ameriprise Financial Services, LLC national BD | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2021 | Apr 6, 2021 |
| Michael Muratore | LPL Financial LLC BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2021 | Mar 26, 2021 |
| David Salinas | Cape Investment Advisory, Inc. independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Sep 30, 2020 | Aug 16, 2021 (320 d) |
| Thomas Edwards Grimm | Millennial Advisers, LLC. independent RIA | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | Aug 31, 2020 | Aug 25, 2020 |
| Dominick Vincent Pullano | Aegis Capital Corp. BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2020 | Jun 3, 2020 |
| Matthew J Nielsen | Stonecrest Advisors, Inc. mixed wealth | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | May 28, 2020 | May 21, 2020 |
| Rikin Kaushik Patel | Stonex Advisors Inc. BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2020 | May 22, 2020 |
| Henry Joseph O'Brien | Osaic Wealth, Inc. BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2019 | May 26, 2020 (175 d) |
| Christopher Thomas Doyle | Securities America Advisors, Inc. BD affiliated | Benchmark Advisory Services, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 25, 2019 | Oct 14, 2019 |
| David Jaindl Martin | Cape Investment Advisory, Inc. independent RIA | Benchmark Advisory Services, LLC no RAUM | RIA to a newly registered adviser | Nov 13, 2019 | Nov 5, 2019 |
| Michael Haskel Nessim | Cape Investment Advisory, Inc. independent RIA | Benchmark Advisory Services, LLC no RAUM | RIA to a newly registered adviser | Oct 3, 2019 | Oct 24, 2019 |
| Bradley Seth Mayer | Sb Advisory, LLC BD affiliated | Benchmark Advisory Services, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 11, 2019 | Oct 11, 2019 |
| John Loeffler | Sb Advisory, LLC BD affiliated | Benchmark Advisory Services, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 11, 2019 | Dec 10, 2019 (90 d) |
| Christopher John Kriak | Pnc Wealth Management BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2019 | Sep 8, 2020 (531 d) |
| Tyler Thomas Bashaw | Osotoro unclassified | Benchmark Advisory Services, LLC independent RIA | Other | Dec 31, 2018 | Jul 30, 2021 (942 d) |
| Richard Mark Bass | Signator Investors, Inc. other | Benchmark Advisory Services, LLC independent RIA | Other | Dec 31, 2017 | Mar 23, 2020 (813 d) |
| Stephen M Digennaro | Aegis Capital Corp. other | Benchmark Advisory Services, LLC independent RIA | Other | Oct 9, 2013 | Mar 2, 2022 (3066 d) |
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27 moves match.