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 Bell Private Wealth Management, 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 |
|---|---|---|---|---|---|
| James F Behr | Blue Bell Private Wealth Management, LLC independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Mar 22, 2024 | Mar 18, 2024 |
| Christopher Paleologus | Blue Bell Private Wealth Management, LLC independent RIA | Meyer Capital Group independent RIA | RIA to RIA | Dec 3, 2021 | Jan 6, 2022 (34 d) |
| Miguel L Biamon | Blue Bell Private Wealth Management, LLC independent RIA | Newsquare Capital, LLC independent RIA | RIA to RIA | Jul 19, 2018 | Aug 3, 2018 |
| Christopher Paleologus | Blue Bell Private Wealth Management, LLC other | Aepg Wealth Strategies other | Other | Oct 13, 2017 | Nov 9, 2017 |
| Patrick Dennis Runyen | Blue Bell Private Wealth Management, LLC other | Independence Advisors, LLC other | Other | Oct 16, 2008 | Mar 13, 2015 (2339 d) |
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5 moves match.