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.

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.

Registered advisor

A••••• W••••••• B••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseAspen, Co dual registrantIAPD 4977071

Feed of 09/15/2026

Also filed as Andrew W Bushong

At current firm

1 y

since Oct 4, 2024

In the industry

20 y

since Oct 6, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Oct 4, 2024 · Aspen, Co
M••••• S•••••• wirehouse
Nov 15, 2012 to Oct 24, 2024 · Austin, Tx
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Nov 16, 2012 · Austin, Tx
A• G• E•••••• • S•••• I••• unclassified
Nov 16, 2005 to Jan 1, 2008 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 24, 2024, registered Oct 4, 2024 (-20 days) · Wirehouse to wirehouse · moved with a team
W•••• F•••• A••••••• to M••••• S••••••
left Nov 16, 2012, registered Nov 15, 2012 (-1 days) · Wirehouse to wirehouse
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

A••••• W••••••• B•••••• left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-10-04)
Oct 24, 2024 · 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: Wirehousederived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address