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 Bluepointe Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ashish Paresh Patel | First Command Advisory Services BD affiliated | Bluepointe Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2022 | Apr 8, 2022 (42 d) |
| Christian Samuel Tiscareno | Fisher Investments independent RIA | Bluepointe Capital Management, LLC independent RIA | RIA to RIA | Aug 19, 2020 | Sep 10, 2020 |
| Kavi Singh Virk | Banc Of America Investment Services, Inc. unclassified | Bluepointe Capital Management, LLC other | Other | Mar 18, 2009 | Mar 2, 2011 (714 d) |
| Janice Mitsuko Osugi | Credit Suisse Securities (USA) LLC other | Bluepointe Capital Management, LLC independent RIA | Other | Aug 3, 2007 | Nov 3, 2021 (5206 d) |
| Sanjeev Sardana | Credit Suisse Securities (USA) LLC other | Bluepointe Capital Management, LLC other | Other | Jun 21, 2006 | Jun 7, 2006 |
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5 moves match.