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 Bell Wealth Management Inc.
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 |
|---|---|---|---|---|---|
| Joel Alan Lange | Bell Wealth Management Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 28, 2019 | Jan 25, 2019 |
| Mark W Herman | Bell Wealth Management Inc. independent RIA | Astoria Strategic Wealth, Inc. independent RIA | RIA to RIA | Mar 19, 2018 | Apr 17, 2018 |
| Andrew David Gray | Bell Wealth Management Inc. other | Usaa Financial Planning Services no RAUM | Other | Mar 26, 2008 | Jun 20, 2008 (86 d) |
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3 moves match.