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 Bpv Capital 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.

AdvisorFromToTypeLeftRegistered
Lawrence Philip ChiarelloBpv Capital Management, LLC otherSkyview Investment Advisors, LLC otherOtherSep 9, 2016Jul 6, 2017 (300 d)
Julie Elaine Warren HoltonBpv Capital Management, LLC otherSwan Global Investments, LLC otherOtherSep 9, 2016Jun 1, 2017 (265 d)
Timothy James SheehanBpv Capital Management, LLC otherSkyview Investment Advisors, LLC otherOtherSep 9, 2016Jan 6, 2026 (3406 d)
Corinne Sabrina PeripoliBpv Capital Management, LLC otherIntegrity Fixed Income Management otherOtherSep 9, 2016Mar 8, 2017 (180 d)
Damon Andrew CampbellBpv Capital Management, LLC otherOsaic Fs, Inc. otherOtherSep 9, 2016Jul 25, 2017 (319 d)
Steven Joseph TuriBpv Capital Management, LLC otherSkyview Investment Advisors, LLC otherOtherAug 4, 2016Jul 6, 2017 (336 d)
Francisco Javier PerezBpv Capital Management, LLC otherSkyview Investment Advisors, LLC otherOtherAug 4, 2016Jan 2, 2026 (3438 d)
Thomas Dennis FantBpv Capital Management, LLC otherIntegrity Fixed Income Management otherOtherJul 26, 2016Mar 8, 2017 (225 d)
Dominic Mark AltoBpv Capital Management, LLC otherThornburg Investment Management Inc otherOtherJun 2, 2016Jan 5, 2018 (582 d)
John Daniel PressleyBpv Capital Management, LLC otherRidgepath Capital Management LLC independent RIAOtherOct 14, 2014Jul 1, 2016 (626 d)
Carol Earlywine JohnsonBpv Capital Management, LLC otherOak Springs Wealth Management, LLC no RAUMOtherSep 5, 2012Aug 13, 2012
George Frederick LeeBpv Capital Management, LLC otherOak Springs Wealth Management, LLC no RAUMOtherSep 5, 2012Aug 13, 2012
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12 moves match.