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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• S•••• M•••••••
- Title
- Financial Advisorreportedbulmanwealth.comfirm site, Sep 15, 2026
- Years, as the firm states
- 25reportedbulmanwealth.com“With more than 25 years of experience in wealth management, Shawn McElmoyl brings thoughtful guidance and steady leadership to the families he serves.”
- Professional profile
- bulmanwealth.com/team-member/shawn-mcelmoylreportedbulmanwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••• W••••• G•••• independent RIA currentsince Apr 23, 2024 · Roseville, Ca
- U••• B•••••• A•••••••• L•• BD affiliatedMay 18, 2021 to Jul 21, 2023 · San Francisco, Ca
- W•••• F•••• A••••••• wirehouseOct 5, 2009 to Apr 29, 2021 · Minneapolis, Mn
- W•••• F•••• I••••••••• L•• unclassifiedJun 6, 2002 to Aug 14, 2009 · Reno, Nv
- P••••••••• E••••• G••••• L•• unclassifiedJun 13, 2000 to Jun 19, 2002 · San Diego, Ca
- U••• B•••••• A•••••••• L•• to B••••• W••••• G••••left Jul 21, 2023, registered Apr 23, 2024 (277 days) · Affiliated broker-dealer or bank to independent RIA
- W•••• F•••• A••••••• to U••• B•••••• A•••••••• L••left Apr 29, 2021, registered May 18, 2021 (19 days) · Wirehouse to affiliated broker-dealer or bank
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Aug 14, 2009, registered Oct 5, 2009 (52 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• I••••••••• L••left Jun 19, 2002, registered Jun 6, 2002 (-13 days) · Other
- M•••••• S•••• M••••••• left U••• B•••••• A•••••••• L•• for B••••• W••••• G•••• (registered 2024-04-23)Jul 21, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address