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 Bgm Wealth Management

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
Ryan R NelsonBgm Wealth Management independent RIARln Wealth state registeredRIA to a state-registered adviserAug 23, 2022Feb 13, 2024 (539 d)
Ellen Katherine OsthusBgm Wealth Management independent RIAAccess Financial Services, Inc. independent RIARIA to RIAApr 16, 2019Apr 22, 2019
Ashley Lynn ReiterBgm Wealth Management independent RIAJnba Financial Advisors, LLC independent RIARIA to RIAFeb 10, 2019Feb 12, 2019
Aimee Jean HatlestadBgm Wealth Management otherBond & Devick Wealth Partners otherOtherOct 18, 2016Oct 3, 2016
Peter Jon RekstadBgm Wealth Management otherGrandview Delight, LLC otherOtherOct 3, 2016Aug 26, 2016
Dipen Kishore MehtaBgm Wealth Management otherGrandview Delight, LLC otherOtherOct 3, 2016Oct 3, 2016
Travis Ryan GleasonBgm Wealth Management otherGrandview Delight, LLC otherOtherOct 3, 2016Oct 3, 2016
David M SayersBgm Wealth Management otherGrandview Delight, LLC otherOtherOct 3, 2016Oct 3, 2016
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8 moves match.