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

C•••••• B•••• B••••••

M••••••• P••••••• G••••independent RIAAtlanta, GaIA-onlyIAPD 5115046

Feed of 09/14/2026

Also filed as B•••• B••••••

At current firm

0 y

since Jan 6, 2026

In the industry

19 y

since Mar 13, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CIO/Investment Advisor Representativereportedmagellanplanning.comfirm site, Sep 15, 2026
Professional profile: magellanplanning.com/team/cameron-blake-bozemanreportedmagellanplanning.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.

Registration history

IAPD current and previous registrations

M••••••• P••••••• G•••• independent RIA current
since Jan 6, 2026 · Atlanta, Ga
C••••• I••••••••• A••••••• L•• BD affiliated
Mar 23, 2023 to Dec 31, 2025 · Atlanta, Ga
C••••• A•••••• N••••••• L•• former
Jun 9, 2021 to Jun 29, 2023 · Greenville, Sc
V••• F•••••••• A•••••••• I••• BD affiliated
Apr 29, 2009 to Jun 9, 2021 · Atlanta, Ga
R•••••• J•••• F•••••••• S•••••••• I••• unclassified
Nov 25, 2008 to Dec 22, 2008 · Atlanta, Ga
O•••••• W••••• M••••••••• L•• former
Jun 5, 2007 to Apr 16, 2009 · Woodstock, Ga

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to M••••••• P••••••• G••••
left Dec 31, 2025, registered Jan 6, 2026 (6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Mar 23, 2023 (-98 days) · corporate re-registration, not a move
V••• F•••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••
left Jun 9, 2021, registered Jun 9, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
O•••••• W••••• M••••••••• L•• to R•••••• J•••• F•••••••• S•••••••• I•••
left Apr 16, 2009, registered Nov 25, 2008 (-142 days) · Other
R•••••• J•••• F•••••••• S•••••••• I••• to V••• F•••••••• A•••••••• I•••
left Dec 22, 2008, registered Apr 29, 2009 (128 days) · Other

Signals

C•••••• B•••• B•••••• left C••••• I••••••••• A••••••• L•• for M••••••• P••••••• G•••• (registered 2026-01-06)
Dec 31, 2025 · a•••••• firm change · 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address