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
Arrivals at Bloom 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 |
|---|---|---|---|---|---|
| Dillon Lee Haviland | Tbh Global Asset Management, LLC independent RIA | Bloom Advisors independent RIA | RIA to RIA | Mar 2, 2026 | Apr 21, 2026 (50 d) |
| Colin Stewart Fraser | Northern Financial Advisors, Inc independent RIA | Bloom Advisors independent RIA | RIA to RIA | Feb 26, 2024 | Dec 10, 2024 (288 d) |
| Brian Weisberger | Global Asset Managers, Plc unclassified | Bloom Advisors other | Other | Nov 25, 2013 | Jul 2, 2013 |
| Corey Mark Weintraub | Ameriprise Financial Services, LLC national BD | Bloom Advisors other | Other | Aug 15, 2013 | Feb 12, 2015 (546 d) |
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4 moves match.