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
Camille Joanne Bouvet
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Feb 10, 2026
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Oath Planning, LLC independent RIA currentsince Feb 10, 2026 · Tulsa, Ok
- Root Financial Partners independent RIAApr 21, 2025 to Sep 11, 2025 · San Diego, Ca
- Aldrich Wealth LP independent RIAFeb 7, 2024 to Jan 22, 2025 · Lake Oswego, Or
- Origin Investment Advisory LLC independent RIADec 6, 2021 to Feb 2, 2024 · Santa Monica, Ca
- Newfront Retirement Services, Inc. institutionalFeb 6, 2018 to Oct 22, 2021 · San Francisco, Ca
- Yeske Buie Inc. independent RIAJun 3, 2017 to Sep 29, 2017 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Root Financial Partners to Oath Planning, LLCleft Sep 11, 2025, registered Feb 10, 2026 (152 days) · RIA to RIA
- Aldrich Wealth LP to Root Financial Partnersleft Jan 22, 2025, registered Apr 21, 2025 (89 days) · RIA to RIA
- Origin Investment Advisory LLC to Aldrich Wealth LPleft Feb 2, 2024, registered Feb 7, 2024 (5 days) · RIA to RIA
- Newfront Retirement Services, Inc. to Origin Investment Advisory LLCleft Oct 22, 2021, registered Dec 6, 2021 (45 days) · Other
- Yeske Buie Inc. to Newfront Retirement Services, Inc.left Sep 29, 2017, registered Feb 6, 2018 (130 days) · Other
Signals
- Camille Joanne Bouvet left Root Financial Partners for Oath Planning, Llc (registered 2026-02-10)Sep 11, 2025 · Advisor changed firm · fact
- Camille Joanne Bouvet left Aldrich Wealth Lp for Root Financial Partners (registered 2025-04-21)Jan 22, 2025 · Advisor changed firm · fact
- Camille Joanne Bouvet left Origin Investment Advisory Llc for Aldrich Wealth Lp (registered 2024-02-07)Feb 2, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address