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 Bcm Advisors, 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 |
|---|---|---|---|---|---|
| Kaleb James Price | Apex Capital Management, L.L.C. independent RIA | Bcm Advisors, LLC independent RIA | RIA to RIA | Jul 17, 2023 | Sep 22, 2023 (67 d) |
| Montgomery Gossen | Ahrens Investment Partners, LLC other | Bcm Advisors, LLC other | Other | Jan 28, 2016 | Feb 4, 2016 |
| Marcel James Dupre | Thirtynorth Investments, LLC other | Bcm Advisors, LLC other | Other | Aug 8, 2013 | Aug 14, 2013 |
| George Whitfield Holland | Cullen Investment Group other | Bcm Advisors, LLC other | Other | Jul 10, 2009 | Jul 15, 2009 |
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4 moves match.