DFX Intelligence
Advisor moves
Arrivals at Bare Wealth Advisors
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 |
|---|---|---|---|---|---|
| Ronald Dean Bare | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 5, 2024 | Oct 16, 2023 |
| Ryan Matthew Kurtz | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2024 | Oct 16, 2023 |
| Curtis Mark Burkholder | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2024 | Oct 16, 2023 |
| James Gregory Wahlberg | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2024 | Oct 16, 2023 |
| Alexandre S Costa | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2024 | Oct 16, 2023 |
| Clair Lamar King | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2024 | Oct 16, 2023 |
| Adam David Black | Securities America Advisors, Inc. BD affiliated | Bare Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 31, 2024 | Oct 16, 2023 |
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7 moves match.