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
Richard Lee Bartholomew
Certified Financial Planner
Feed of 09/15/2026
Also filed as Rick Bartholomew
At current firm
0 y
since Apr 27, 2026
In the industry
23 y
since Jan 29, 2003 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthcare Advisory Partners LLC BD affiliated currentsince Apr 27, 2026 · West Chester, Pa
- Farther independent RIAJul 1, 2025 to May 13, 2026 · Ponte Vedra Beach, Fl
- Wealthcare Capital Management LLC independent RIAJun 28, 2019 to Jul 17, 2025 · Alpharetta, Ga
- Adviceperiod, LLC formerApr 25, 2018 to Jun 28, 2019 · Alpharetta, Ga
- Wealthcare Capital Management LLC independent RIAApr 23, 2010 to Apr 2, 2018 · Pittsburgh, Pa
- Concourse Financial Group Advisors formerJul 8, 2008 to Mar 19, 2010 · Cumming, Ga
- Citigroup Global Markets Inc. BD affiliatedFeb 12, 2008 to Jun 30, 2008 · Atlanta, Ga
- Ronald Blue & Co., LLC formerOct 18, 2006 to Aug 30, 2007 · Atlanta, Ga
- Mercer Advisors unclassifiedOct 8, 2003 to Jan 12, 2006 · Atlanta , Ga
- Morgan Stanley Dw Inc. unclassifiedApr 15, 2003 to Jul 21, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Farther to Wealthcare Advisory Partners LLCleft May 13, 2026, registered Apr 27, 2026 (-16 days) · RIA to affiliated broker-dealer or bank
- Wealthcare Capital Management LLC to Fartherleft Jul 17, 2025, registered Jul 1, 2025 (-16 days) · RIA to RIA
- Adviceperiod, LLC to Wealthcare Capital Management LLCleft Jun 28, 2019, registered Jun 28, 2019 (0 days) · RIA to RIA
- Wealthcare Capital Management LLC to Adviceperiod, LLCleft Apr 2, 2018, registered Apr 25, 2018 (23 days) · RIA to RIA
- Concourse Financial Group Advisors to Wealthcare Capital Management LLCleft Mar 19, 2010, registered Apr 23, 2010 (35 days) · Other
- Citigroup Global Markets Inc. to Concourse Financial Group Advisorsleft Jun 30, 2008, registered Jul 8, 2008 (8 days) · Other
- Ronald Blue & Co., LLC to Citigroup Global Markets Inc.left Aug 30, 2007, registered Feb 12, 2008 (166 days) · Other
- Mercer Advisors to Ronald Blue & Co., LLCleft Jan 12, 2006, registered Oct 18, 2006 (279 days) · Other
- Morgan Stanley Dw Inc. to Mercer Advisorsleft Jul 21, 2003, registered Oct 8, 2003 (79 days) · Other
Signals
- Richard Lee Bartholomew left Farther for Wealthcare Advisory Partners Llc (registered 2026-04-27)May 13, 2026 · Advisor changed firm · fact
- Richard Lee Bartholomew left Wealthcare Capital Management Llc for Farther (registered 2025-07-01)Jul 17, 2025 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address