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 Blbb 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 |
|---|---|---|---|---|---|
| Lisa Anne Broome | Goal Quest Advisors, LLC state registered | Blbb Advisors independent RIA | Other | Jun 22, 2026 | May 4, 2026 |
| Louis Edward Depaul | LPL Financial LLC BD affiliated | Blbb Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | Sep 9, 2025 (209 d) |
| Jessica Marie Long | Cornerstone Advisors Asset Management, LLC other | Blbb Advisors independent RIA | Other | Aug 21, 2024 | Feb 26, 2026 (554 d) |
| Michael J Geraghty | Janney Montgomery Scott LLC BD affiliated | Blbb Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2023 | Feb 27, 2024 (187 d) |
| Shelley M Dimperio | Valley National Advisers Inc independent RIA | Blbb Advisors independent RIA | RIA to RIA | Sep 9, 2019 | Sep 24, 2019 |
| Nicholas Gerard Bucci | Hirtle & Co., LLC asset manager | Blbb Advisors independent RIA | Other | Apr 16, 2019 | Apr 30, 2019 |
| Robert Mcintrye Flood | The Gwynedd Company other | Blbb Advisors independent RIA | Other | Dec 31, 2018 | Jan 14, 2019 |
| Edward Joseph Barnes | The Gwynedd Company other | Blbb Advisors independent RIA | Other | Dec 31, 2018 | Jan 10, 2019 |
| Brianna Barnes March | The Gwynedd Company other | Blbb Advisors independent RIA | Other | Dec 31, 2018 | Jan 10, 2019 |
| Clifford Peter Haugen | Walnut Asset Management LLC unclassified | Blbb Advisors other | Other | Sep 13, 2008 | Sep 23, 2008 |
| William Dean Karrash | Walnut Asset Management LLC unclassified | Blbb Advisors other | Other | Mar 15, 2004 | Mar 8, 2006 (723 d) |
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11 moves match.