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 Brightscape Investment Centers

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
Amanda Marie WrayBrightscape Investment Centers state registeredNext Up Wealth Advisors, LLC no RAUMOtherAug 30, 2026May 15, 2026
Richard Scott BoylesBrightscape Investment Centers state registeredXypn Sapphire independent RIAOtherApr 16, 2026Apr 16, 2026
Lindsey Danae SwansonBrightscape Investment Centers state registeredIntentional Wealth Partners state registeredOtherJun 2, 2021Apr 13, 2021
Jarvis FullenwilderBrightscape Investment Centers state registeredConcourse Financial Group Advisors BD affiliatedOtherJun 2, 2021Nov 2, 2021 (153 d)
Taylor Milton GangBrightscape Investment Centers state registeredEvensky & Katz/Foldes Wealth Management otherOtherAug 16, 2007Sep 10, 2007
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5 moves match.