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 Bhj Wealth Advisors
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 |
|---|---|---|---|---|---|
| Gary A. Brooks | Bhj Wealth Advisors independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Aug 4, 2023 | Aug 1, 2023 |
| Grace Nicole Cambra | Bhj Wealth Advisors independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jan 25, 2022 | Apr 25, 2022 (90 d) |
| Anh Thu Tran | Bhj Wealth Advisors independent RIA | Women'S Wealth state registered | RIA to a state-registered adviser | Jul 31, 2019 | Oct 21, 2019 (82 d) |
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3 moves match.