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 Blue Chip Partners, 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.

AdvisorFromToTypeLeftRegistered
Tina A TroupCambridge Investment Research Advisors, Inc. BD affiliatedBlue Chip Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2025Jan 1, 2026 (302 d)
Katherine Joy FordInnovia Wealth, LLC independent RIABlue Chip Partners, LLC independent RIARIA to RIADec 9, 2024Dec 16, 2024
Vincent ParrackHantz Financial Services, Inc. independent RIABlue Chip Partners, LLC independent RIARIA to RIAJun 12, 2023Jun 26, 2023
Erin Elizabeth GossPlante Moran Financial Advisors independent RIABlue Chip Partners, LLC independent RIARIA to RIASep 21, 2021Oct 12, 2021
Naoko MckelveyLumin Financial, LLC independent RIABlue Chip Partners, LLC independent RIARIA to RIAOct 10, 2019Oct 11, 2019
Omar Ahmed EzzAzzad Asset Management, Inc. otherBlue Chip Partners, LLC independent RIAOtherNov 14, 2016Sep 23, 2019 (1043 d)
Page 1 of 1
6 moves match.