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
Aditya Bhatnagar
Feed of 09/15/2026
At current firm
0 y
since Jan 14, 2026
In the industry
17 y
since Jun 2, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Westbourne Investments, Inc. independent RIA currentsince Jan 14, 2026 · Fairfax, Va
- Westbourne Investments, Inc. independent RIAJan 11, 2016 to Dec 31, 2025 · Alexandria, Va
- Cambridge Investment Research Advisors, Inc. BD affiliatedAug 1, 2014 to Dec 31, 2015 · Fairfax, Va
- Equitable Advisors, LLC national BDJun 18, 2009 to Aug 5, 2014 · Falls Church, Va
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Westbourne Investments, Inc.left Dec 31, 2015, registered Jan 11, 2016 (11 days) · Other
- Equitable Advisors, LLC to Cambridge Investment Research Advisors, Inc.left Aug 5, 2014, registered Aug 1, 2014 (-4 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address