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.

Advisor moves

Departures from Bedell Frazier Investment Counselling, LLC.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Lalith TirumalasettyBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 9, 2026May 20, 2026
Lawrence Arthur HansenBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 21, 2026
Michael Gray FrazierBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Feb 13, 2026
John ChangBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Jason William MartinBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
John Joseph EdelenBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
James Fredric MccarthyBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Deborah Noroian MitchellBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 22, 2026
Meredith Miriam RosenBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Feb 13, 2026
Justin AmitBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Michael Alan HarrisBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Feb 13, 2026
Terry Kin ChiuBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Abraham GarciaBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 27, 2026
Cameron Allen JamisonBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Anthony Bertuol OkunBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
John Thomas MooserBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Karin Tram LeBedell Frazier Investment Counselling, LLC. independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 6, 2026Apr 1, 2026
Thomas Andrew HowardBedell Frazier Investment Counselling, LLC. independent RIACreative Planning independent RIARIA to RIAJul 21, 2025Jul 24, 2025
Tyler Alan Rutledge GrupeBedell Frazier Investment Counselling, LLC. otherStratifi, LLC independent RIAOtherDec 1, 2017Dec 1, 2017
Matthew A WeaverBedell Frazier Investment Counselling, LLC. otherSorrento Pacific Financial, LLC otherOtherJul 14, 2015Dec 1, 2015 (140 d)
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20 moves match.