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 Bluespring 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.

AdvisorFromToTypeLeftRegistered
James Scott RoseBluespring Wealth Management, LLC independent RIAZacks Investment Management, Inc. mixed wealthRIA to RIAAug 4, 2025Sep 23, 2025 (50 d)
Anthony WelleBluespring Wealth Management, LLC independent RIAFarmstead Financial unclassifiedOtherDec 13, 2024Feb 19, 2025 (68 d)
Todd Christopher StueveBluespring Wealth Management, LLC independent RIAGambit Capital Management, LLC independent RIARIA to RIAOct 16, 2023May 27, 2025 (589 d)
John Edward TenleyBluespring Wealth Management, LLC independent RIASummit Advisor Group state registeredRIA to a state-registered adviserJun 12, 2023Apr 7, 2023
Tyler Jon SchelhaasBluespring Wealth Management, LLC independent RIAGambit Capital Management, LLC independent RIARIA to RIADec 20, 2022Jan 16, 2024 (392 d)
Michael Bailey MayerBluespring Wealth Management, LLC independent RIAWillow Creek Financial independent RIARIA to RIAMay 9, 2022Jun 1, 2022
Daniel John PowersBluespring Wealth Management, LLC independent RIAGambit Capital Management, LLC independent RIARIA to RIAMar 29, 2022Mar 3, 2022
Robert Paul LawsonBluespring Wealth Management, LLC independent RIAPalisade Asset Management, LLC independent RIARIA to RIAJul 8, 2020Sep 3, 2025 (1883 d)
Kyle Collin MatkaitisBluespring Wealth Management, LLC independent RIAWhisper Wealth Builders state registeredRIA to a state-registered adviserJul 8, 2020Sep 30, 2020 (84 d)
Eric ArndtBluespring Wealth Management, LLC independent RIABlue Water Wealth independent RIARIA to RIAMay 27, 2020Sep 1, 2020 (97 d)
Derek BlankenshipBluespring Wealth Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 29, 2019Feb 4, 2020 (251 d)
William Henry FondellBluespring Wealth Management, LLC independent RIAAll Terrain Financial Advisors independent RIARIA to RIAApr 17, 2018May 2, 2018
Brian James SkolteBluespring Wealth Management, LLC otherAll Terrain Financial Advisors no RAUMOtherMay 25, 2017Feb 23, 2017
Joseph Lee Van DamBluespring Wealth Management, LLC otherAll Terrain Financial Advisors no RAUMOtherMay 25, 2017Feb 23, 2017
Amy Marie PavlisBluespring Wealth Management, LLC otherAll Terrain Financial Advisors no RAUMOtherApr 10, 2017Feb 23, 2017
Jonathan HeldBluespring Wealth Management, LLC otherWaterstreet Asset Management LLC state registeredOtherDec 31, 2016Sep 29, 2017 (272 d)
Travis Charles HilsabeckBluespring Wealth Management, LLC otherPrincipal Securities, Inc. otherOtherFeb 26, 2016Feb 29, 2016
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17 moves match.