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 Bgm Wealth Management
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 |
|---|---|---|---|---|---|
| William Matthew Friederichs | Foresters Advisory Services, LLC other | Bgm Wealth Management independent RIA | Other | Dec 14, 2017 | Feb 19, 2019 (432 d) |
| Katherine Anne Frazier | Everest Financial Group other | Bgm Wealth Management independent RIA | Other | Aug 15, 2017 | Jan 12, 2018 (150 d) |
| Ellen Katherine Osthus | Choreo, LLC other | Bgm Wealth Management other | Other | Mar 13, 2015 | Jun 9, 2015 (88 d) |
| David M Sayers | Cliftonlarsonallen Wealth Advisors, LLC other | Bgm Wealth Management other | Other | Oct 31, 2014 | Nov 17, 2014 |
| Peter Jon Rekstad | Trunorth other | Bgm Wealth Management other | Other | Dec 2, 2013 | Dec 2, 2013 |
| Travis Ryan Gleason | Trunorth other | Bgm Wealth Management other | Other | Dec 2, 2013 | Dec 2, 2013 |
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6 moves match.