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 Bcm 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
George David BiddleBcm Wealth Management institutionalDaniels + Tansey, L.L.P. otherOtherOct 21, 2025Dec 5, 2005
Dennis R StancovenBcm Wealth Management institutionalShepherd Financial Investment Advisory LLC institutionalOtherOct 21, 2025Sep 24, 2024
Matthew David TendlerBcm Wealth Management institutionalShepherd Financial Investment Advisory LLC institutionalOtherOct 21, 2025Sep 20, 2024
Kim Lynnette AstinBcm Wealth Management institutionalShepherd Financial Investment Advisory LLC institutionalOtherOct 21, 2025Sep 20, 2024
Damon Andrew NickleBcm Wealth Management mixed wealthDelaware Wealth Planners independent RIARIA to RIAMar 30, 2021Jul 1, 2021 (93 d)
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5 moves match.