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 Bell Private Wealth Management, 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
Joshua David PearsonVanguard Advisers, Inc. BD affiliatedBlue Bell Private Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2026Feb 5, 2026
Daniel LevinsonCommonwealth Financial Network national BDBlue Bell Private Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2023Mar 1, 2024 (191 d)
Michael Patrick WeberBluesphere Advisors LLC independent RIABlue Bell Private Wealth Management, LLC independent RIARIA to RIAJun 8, 2021Apr 12, 2021
Christopher PaleologusWealth Enhancement Advisory Services, LLC BD affiliatedBlue Bell Private Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2020Oct 16, 2020
Henry William FoxQuestar Asset Management, Inc. otherBlue Bell Private Wealth Management, LLC otherOtherAug 8, 2011Apr 2, 2012 (238 d)
Miguel L BiamonUvest Financial Services Group, Inc. unclassifiedBlue Bell Private Wealth Management, LLC otherOtherAug 4, 2009Jun 22, 2016 (2514 d)
Justin E CapetolaMorgan Stanley Dw Inc. unclassifiedBlue Bell Private Wealth Management, LLC otherOtherApr 11, 2005Mar 29, 2005
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7 moves match.