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 Blue Chip Partners, LLC
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 |
|---|---|---|---|---|---|
| Katherine Joy Ford | Blue Chip Partners, LLC independent RIA | Valor Wealth Group, LLC state registered | RIA to a state-registered adviser | Mar 27, 2025 | May 18, 2026 (417 d) |
| David Alexander Salehi | Blue Chip Partners, LLC independent RIA | Salehi Wealth Management, LLC state registered | RIA to a state-registered adviser | Jul 22, 2024 | Aug 13, 2024 |
| Omar Ahmed Ezz | Blue Chip Partners, LLC independent RIA | Olive Tree Asset Management state registered | RIA to a state-registered adviser | Sep 8, 2020 | Apr 1, 2021 (205 d) |
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3 moves match.