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 Blueprint Wealth Alliance, 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 |
|---|---|---|---|---|---|
| David Efrem Warshaw | Blueprint Wealth Alliance, LLC independent RIA | The Wealthplan LLC independent RIA | RIA to RIA | Mar 13, 2020 | Dec 7, 2020 (269 d) |
| Patrick Michael Kuster | Blueprint Wealth Alliance, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Mar 13, 2020 | Aug 28, 2020 (168 d) |
| German Mauricio Ramirez | Blueprint Wealth Alliance, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2019 | Jul 12, 2019 |
| Jeffrey Taraboulos | Blueprint Wealth Alliance, LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | Jan 7, 2019 | Feb 14, 2019 (38 d) |
| Jimmy Gonzalez | Blueprint Wealth Alliance, LLC independent RIA | Anthem Advisors, LLC unclassified | Other | Jun 13, 2018 | Oct 25, 2018 (134 d) |
| Douglas Schiffmiller | Blueprint Wealth Alliance, LLC other | Avantax Advisory Services BD affiliated | Other | Aug 28, 2017 | Dec 4, 2023 (2289 d) |
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6 moves match.