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.
Margaret Dahlgren Pape
- Designations
- CFPreportedblvdpw.comas printed on the bio page, Sep 16, 2026
- Business email
- mpape@blvdpw.comreportedblvdpw.comfirm site, Sep 16, 2026
- Direct business phone
- 502-805-5820reportedblvdpw.comfirm site, Sep 16, 2026
- Professional profile
- blvdpw.com/team/margaret-papereportedblvdpw.comfirm site, Sep 16, 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.
- Blvd Private Wealth, LLC independent RIA currentsince Jan 21, 2022 · Prospect, Ky
- J.P. Morgan Securities LLC wirehouseDec 21, 2018 to Nov 13, 2021 · Louisville, Ky
- J.P. Morgan Securities LLC to Blvd Private Wealth, LLCleft Nov 13, 2021, registered Jan 21, 2022 (69 days) · Wirehouse to independent RIA · moved with a team
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address