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 Bull Harbor Capital 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 |
|---|---|---|---|---|---|
| Kenneth Ross Brodkowitz | Gfp Private Wealth independent RIA | Bull Harbor Capital LLC. independent RIA | RIA to RIA | Apr 29, 2026 | Jul 17, 2024 |
| Robert Joseph Herman | Gfp Private Wealth independent RIA | Bull Harbor Capital LLC. independent RIA | RIA to RIA | Apr 29, 2026 | Jul 18, 2024 |
| Victoria Reeves Shubert | Morgan Stanley wirehouse | Bull Harbor Capital LLC. independent RIA | Wirehouse to independent RIA | Mar 5, 2026 | Feb 27, 2026 |
| Brandyn Tylar Polmateer | MML Investors Services, LLC BD affiliated | Bull Harbor Capital LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2026 | Feb 9, 2026 |
| Elizabeth M Hollman | MML Investors Services, LLC BD affiliated | Bull Harbor Capital LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2025 | Dec 4, 2024 |
| Matthew G Lipscomb | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 18, 2025 |
| Mitchell Vann King | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 15, 2025 |
| Jason Daniel Huggins | MML Investors Services, LLC BD affiliated | Bull Harbor Capital LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2025 | May 12, 2025 |
| Chad Reineke | Integrity First Wealth Management unclassified | Bull Harbor Capital LLC. independent RIA | Other | Dec 11, 2024 | Sep 4, 2024 |
| Ian M Grove | Integrity First Wealth Management unclassified | Bull Harbor Capital LLC. independent RIA | Other | Dec 11, 2024 | Sep 3, 2024 |
| Misha Britt Schryer | Headway Financial Solutions, LLC unclassified | Bull Harbor Capital LLC. independent RIA | Other | Oct 9, 2024 | Jan 6, 2025 (89 d) |
| Timothy E Gottus | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2024 | May 30, 2024 |
| Ibrahim Sarker | Morgan Stanley wirehouse | Bull Harbor Capital LLC. independent RIA | Wirehouse to independent RIA | Jan 23, 2024 | Jul 10, 2024 (169 d) |
| Justine Perdomo | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 14, 2023 | Dec 14, 2023 |
| Christopher E Tormey | Moneco Advisors independent RIA | Bull Harbor Capital LLC. no RAUM | RIA to a newly registered adviser | Nov 7, 2023 | Nov 6, 2023 |
| Cosmo Laurino | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 16, 2023 | Nov 1, 2023 |
| Julie Ann Hepburn | Pl Wealth Advisors, LLC state registered | Bull Harbor Capital LLC. no RAUM | Other | Oct 3, 2023 | Oct 23, 2023 |
| Johnathon Walter Perog | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 19, 2023 | Sep 20, 2023 |
| Mie Higashimori Field | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 21, 2023 | Aug 21, 2023 |
| Kristin Marie Niedermeyer | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 7, 2023 | Aug 2, 2023 |
| Daniel A Salazar | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 1, 2023 | Aug 2, 2023 |
| Chad Jeffrey Mcmains | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 1, 2023 | Aug 10, 2023 |
| Dillon Szmala | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 17, 2023 | Jul 20, 2023 |
| Paige Rita Smith Ducey | Curran Financial Partners, LLC independent RIA | Bull Harbor Capital LLC. no RAUM | RIA to a newly registered adviser | Jun 22, 2023 | Aug 3, 2023 (42 d) |
| Vincent Michael D Addona | Park Avenue Securities LLC BD affiliated | Bull Harbor Capital LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2023 | Aug 23, 2023 (84 d) |
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25 moves match.