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 Bountiful Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Gerard Wisentaner | Bountiful Investment Management LLC independent RIA | Maripau Wealth Management LLC independent RIA | RIA to RIA | Sep 30, 2025 | Oct 13, 2025 |
| Christopher D Mcvay | Bountiful Investment Management LLC independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2024 | Jun 17, 2024 (41 d) |
| Greg Voccio | Bountiful Investment Management LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Mar 26, 2021 | May 21, 2021 (56 d) |
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3 moves match.