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 Bcu 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kelly Marlene Willi | Bcu Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2025 | Mar 12, 2025 |
| Linda Kay Winkelman | Bcu Wealth Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 19, 2024 | May 15, 2024 (86 d) |
| James Harold Yocom | Bcu Wealth Advisors, LLC independent RIA | Osaic Institutions, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Jan 5, 2026 (819 d) |
| David Taylor III | Bcu Wealth Advisors, LLC independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2022 | Jul 14, 2025 (984 d) |
| William Edward Grant | Bcu Wealth Advisors, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 22, 2021 | Dec 19, 2018 |
| Garret Jay Bartel | Bcu Wealth Advisors, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2018 | Dec 14, 2018 (46 d) |
| Richard Allan Orr | Bcu Wealth Advisors, LLC independent RIA | Ausdal Financial Partners, Inc. independent RIA | RIA to RIA | Jun 23, 2018 | Jun 22, 2018 |
| Cesar Noe Pena | Bcu Wealth Advisors, LLC other | Strategic Advisers LLC national BD | Other | Mar 28, 2017 | Jun 20, 2017 (84 d) |
| Richard Lee Chambers | Bcu Wealth Advisors, LLC other | Cuna Brokerage Services, Inc. other | Other | Mar 15, 2017 | Mar 24, 2017 |
| Jay Allan Bendesky | Bcu Wealth Advisors, LLC other | Proshare Advisors LLC other | Other | Oct 14, 2014 | Oct 28, 2014 |
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10 moves match.