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 Bip Wealth, 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 |
|---|---|---|---|---|---|
| Brevin W White | Bip Wealth, LLC independent RIA | Mio Partners, Inc. asset manager | Other | Aug 20, 2024 | Jan 8, 2025 (141 d) |
| Jacob Alexander May | Bip Wealth, LLC independent RIA | Awm Capital, LLC independent RIA | RIA to RIA | Oct 18, 2023 | Nov 22, 2023 (35 d) |
| Patrick Brian King | Bip Wealth, LLC other | Prana Wealth Management LLC state registered | Other | Jul 17, 2017 | Aug 9, 2017 |
| David Gary Mcbride | Bip Wealth, LLC other | Marco Investment Management LLC other | Other | Jan 26, 2011 | Jun 6, 2011 (131 d) |
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4 moves match.