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 Bluechip Wealth Advisors 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.

AdvisorFromToTypeLeftRegistered
Scott McquilkenBluechip Wealth Advisors LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 30, 2025Jul 30, 2025
Kenneth Scott BrandenburgBluechip Wealth Advisors LLC independent RIATriad Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 11, 2022Dec 16, 2021
Richard Mansfield PooreBluechip Wealth Advisors LLC independent RIATriad Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 14, 2021Nov 10, 2021
Samuel Ross HoganBluechip Wealth Advisors LLC independent RIAWindemere Advisors, LLC state registeredRIA to a state-registered adviserJul 28, 2016Jun 14, 2016
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4 moves match.