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.
Registered advisor
Marcel James Dupre
Feed of 09/14/2026
At current firm
9 y
since Apr 21, 2017
In the industry
29 y
since Nov 8, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthspire Retirement Advisory institutional currentsince Apr 21, 2017 · Aliso Viejo, Ca
- Bcm Advisors, LLC independent RIAAug 14, 2013 to Nov 13, 2014 · Lafayette, La
- Thirtynorth Investments, LLC independent RIADec 17, 2010 to Aug 8, 2013 · Baton Rouge, La
- Wealth Planners, LLC unclassifiedFeb 19, 2003 to Nov 10, 2010 · Baton Rouge, La
- Wealth Planners, LLC unclassifiedMay 8, 2002 to Dec 31, 2002 · Baton Rouge, La
Moves
a registration end followed by a registration begin elsewhere
- Bcm Advisors, LLC to Wealthspire Retirement Advisoryleft Nov 13, 2014, registered Apr 21, 2017 (890 days) · Other
- Thirtynorth Investments, LLC to Bcm Advisors, LLCleft Aug 8, 2013, registered Aug 14, 2013 (6 days) · Other
- Wealth Planners, LLC to Thirtynorth Investments, LLCleft Nov 10, 2010, registered Dec 17, 2010 (37 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address