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 Bcr Wealth Strategies
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 |
|---|---|---|---|---|---|
| James Hansen Mccown | Bcr Wealth Strategies independent RIA | The Welch Group, LLC independent RIA | RIA to RIA | Oct 29, 2025 | Nov 19, 2025 |
| Jadie Thomas Burney III | Bcr Wealth Strategies independent RIA | Mayfair Advisory Group, LLC independent RIA | RIA to RIA | Jul 22, 2025 | Jul 28, 2025 |
| Michele Maria Fasanello | Bcr Wealth Strategies independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Nov 27, 2024 | Dec 9, 2024 |
| Madison Ann Krummen | Bcr Wealth Strategies independent RIA | Total Wealth Planning, LLC independent RIA | RIA to RIA | Apr 22, 2024 | May 22, 2024 |
| Brynne Lee Kuberski-Garris | Bcr Wealth Strategies independent RIA | Edelman Financial Engines mixed wealth | RIA to RIA | Jul 4, 2022 | Jul 6, 2022 |
| Marcus Alan Hume | Bcr Wealth Strategies independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2021 | Aug 31, 2021 |
| Clay William Wood | Bcr Wealth Strategies independent RIA | The Welch Group, LLC independent RIA | RIA to RIA | May 17, 2021 | Jun 2, 2021 |
| Donald James Travo | Bcr Wealth Strategies independent RIA | Destination Wealth Management independent RIA | RIA to RIA | Jan 19, 2021 | Jan 11, 2023 (722 d) |
| Jay Hallowes Mcgowan | Bcr Wealth Strategies independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Apr 26, 2018 | Jun 15, 2018 (50 d) |
| Justin Ross Ladden | Bcr Wealth Strategies other | Kreativ Retirement Plan Solutions unclassified | Other | Sep 4, 2017 | Oct 11, 2017 (37 d) |
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10 moves match.