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 Financial Advisors
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 |
|---|---|---|---|---|---|
| Melissa L Miller | Blueprint Financial Advisors independent RIA | Miller Wealth Partners state registered | RIA to a state-registered adviser | Aug 24, 2026 | Aug 24, 2026 |
| Johnny Brandon Berry | Blueprint Financial Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2026 | Apr 20, 2026 |
| David M Wentland | Blueprint Financial Advisors independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 20, 2026 | Jan 23, 2026 |
| Michael Ashley Caslin | Blueprint Financial Advisors independent RIA | Spc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 15, 2026 | Feb 3, 2026 |
| Brent Christopher Eugenides | Blueprint Financial Advisors independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2024 | Mar 4, 2024 |
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5 moves match.