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 Bpm Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Joshua David Scheibley | Bpm Advisors, Inc. other | Three Bell Capital LLC other | Other | Mar 6, 2018 | Feb 6, 2018 |
| Jonathan Martinez | Bpm Advisors, Inc. other | LPL Financial LLC independent RIA | Other | Mar 6, 2018 | Sep 28, 2018 (206 d) |
| Eric Zachary Weissman | Bpm Advisors, Inc. other | Forusall other | Other | Aug 16, 2017 | Aug 10, 2017 |
| Jeffrey Keith Larsen | Bpm Advisors, Inc. other | Three Bell Capital LLC other | Other | Jul 13, 2016 | Jun 29, 2016 |
| Michael Lance Rogers | Bpm Advisors, Inc. other | Creative Planning other | Other | Mar 16, 2016 | Apr 6, 2016 |
| William Robert Posch | Bpm Advisors, Inc. other | Cetera Advisor Networks LLC other | Other | May 30, 2014 | Jan 2, 2015 (217 d) |
| Richard Andrew Hillsbery | Bpm Advisors, Inc. no RAUM | Sdm Advisors, LLC no RAUM | Other | Dec 12, 2012 | Apr 25, 2014 (499 d) |
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7 moves match.