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 Bsw Wealth Partners
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric Alan Davis | Bsw Wealth Partners independent RIA | Lucid Financial Planning state registered | RIA to a state-registered adviser | Aug 7, 2026 | Jul 23, 2026 |
| Samuel John Napp | Bsw Wealth Partners independent RIA | Boulder Financial Planning Company state registered | RIA to a state-registered adviser | Aug 6, 2026 | Jul 29, 2026 |
| Elias Peter Bachmann | Bsw Wealth Partners independent RIA | Reyl Overseas Ltd. independent RIA | RIA to RIA | Aug 13, 2025 | May 20, 2026 (280 d) |
| Lynda Diane Gregory | Bsw Wealth Partners independent RIA | Boulder Canyon Financial state registered | RIA to a state-registered adviser | Jun 15, 2020 | Dec 22, 2025 (2016 d) |
| Yiwen Chen | Bsw Wealth Partners independent RIA | Transform Wealth, LLC independent RIA | RIA to RIA | Aug 21, 2019 | Apr 21, 2020 (244 d) |
| Tina Lynn Ottersberg | Bsw Wealth Partners other | To Wealth, LLC state registered | Other | Feb 6, 2018 | Feb 21, 2018 |
| Meera Shireen Meyer | Bsw Wealth Partners other | Dunston Financial Group, LLC unclassified | Other | Jun 9, 2017 | Jul 19, 2017 (40 d) |
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7 moves match.