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 Bip Wealth, 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
Patrick HardieNations Financial Group, Inc. independent RIABip Wealth, LLC independent RIARIA to RIAJul 30, 2026Jul 29, 2026
Howard Mcmonagle FlemingRed Tortoise independent RIABip Wealth, LLC independent RIARIA to RIAJul 17, 2026Jun 22, 2026
Rex Phillip MaceyRed Tortoise independent RIABip Wealth, LLC independent RIARIA to RIAJul 17, 2026Jun 22, 2026
George ChenRed Tortoise independent RIABip Wealth, LLC independent RIARIA to RIAJul 17, 2026Jun 23, 2026
Melissa BunsonStrategic Blueprint, LLC independent RIABip Wealth, LLC independent RIARIA to RIAApr 9, 2026Apr 28, 2026
Scott Huneycutt LevyStrategic Blueprint, LLC independent RIABip Wealth, LLC independent RIARIA to RIAApr 1, 2026Oct 2, 2025
Daniel M CorrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBip Wealth, LLC independent RIAWirehouse to independent RIAMar 10, 2026Apr 7, 2026
Warren Dean PrehmusStrategic Blueprint, LLC independent RIABip Wealth, LLC independent RIARIA to RIADec 31, 2025Oct 2, 2025
Chad Joseph EdwardsStrategic Blueprint, LLC independent RIABip Wealth, LLC independent RIARIA to RIADec 31, 2025Oct 2, 2025
Andrew James PrehmusStrategic Blueprint, LLC independent RIABip Wealth, LLC independent RIARIA to RIADec 31, 2025Oct 2, 2025
Patrick Ryan SelfStrategic Blueprint, LLC independent RIABip Wealth, LLC independent RIARIA to RIADec 31, 2025Oct 2, 2025
James Robert MoneyBip Alliance, LLC independent RIABip Wealth, LLC independent RIARIA to RIADec 8, 2025Jun 12, 2025
Paul Timothy MoneyBip Alliance, LLC independent RIABip Wealth, LLC independent RIARIA to RIADec 8, 2025Jul 7, 2025
Ryan C MerrimanJ.P. Morgan Securities LLC wirehouseBip Wealth, LLC independent RIAWirehouse to independent RIAOct 2, 2024Nov 12, 2024 (41 d)
Matthew Mitchell SpeedTruist Advisory Services, Inc. BD affiliatedBip Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2024Jan 22, 2025 (163 d)
Jesse-Jelle BootMercer Global Advisors Inc. independent RIABip Wealth, LLC independent RIARIA to RIAMay 19, 2023Feb 2, 2024 (259 d)
Justin Tyler YostMorgan Stanley wirehouseBip Wealth, LLC independent RIAWirehouse to independent RIAApr 25, 2023May 22, 2023
Darius D HicksMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBip Wealth, LLC independent RIAWirehouse to independent RIAApr 17, 2023May 22, 2023 (35 d)
Matthew HandCaptrust institutionalBip Wealth, LLC independent RIAOtherMar 8, 2023Jul 31, 2023 (145 d)
Steven Frank ManfredoniaWells Fargo Advisors wirehouseBip Wealth, LLC independent RIAWirehouse to independent RIAJan 25, 2023Feb 6, 2023
Charles Allen CrowleyVeracity Capital LLC independent RIABip Wealth, LLC independent RIARIA to RIAJan 23, 2023Jan 27, 2023
Andrew MaloneRollins Financial Advisors, LLC independent RIABip Wealth, LLC independent RIARIA to RIAJan 3, 2023Jan 13, 2023
Ross Allen HughesCapital Endurance Group, Inc independent RIABip Wealth, LLC independent RIARIA to RIADec 31, 2022Nov 28, 2022
Mason Lee PorrittSecurian Financial Services, Inc. independent RIABip Wealth, LLC independent RIARIA to RIAAug 23, 2022Sep 9, 2022
Ashley Lynn ArringtonFidelity Personal And Workplace Advisors BD affiliatedBip Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2022Aug 17, 2022
John HesterOsaic Wealth, Inc. BD affiliatedBip Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2021Aug 27, 2021
Andrew Lee BunchSignator Investors, Inc. BD affiliatedBip Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Apr 13, 2021 (893 d)
Kyle Allen SchmidtTruist Advisory Services, Inc. BD affiliatedBip Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2018Jul 11, 2018 (77 d)
Michel CowderyAmeriprise Financial Services, LLC national BDBip Wealth, LLC otherOtherFeb 26, 2018Mar 9, 2018
John Phillip ScottCharles Schwab & Co., Inc. national BDBip Wealth, LLC otherOtherAug 24, 2015Aug 13, 2015
Michael Scott BrockerGfo Advisory Services, LLC otherBip Wealth, LLC otherOtherJul 3, 2015Aug 5, 2015 (33 d)
Lori Lynn BoykinCharles Schwab & Co., Inc. national BDBip Wealth, LLC otherOtherOct 27, 2014Dec 8, 2014 (42 d)
John Marvin RayBerthel Fisher & Company Financial Services, Inc. otherBip Wealth, LLC otherOtherSep 12, 2013May 16, 2014 (246 d)
Patrick Brian KingCi Brightworth Private Wealth otherBip Wealth, LLC otherOtherJan 5, 2012Jan 13, 2012
Marcia Marie MayoueHolcombe Financial, Inc. otherBip Wealth, LLC otherOtherDec 5, 2011Dec 2, 2011
Eric Arnold CramerCharles Schwab & Co., Inc. national BDBip Wealth, LLC otherOtherMar 31, 2011Nov 1, 2011 (215 d)
Karen Lee ChermakCharles Schwab & Co., Inc. national BDBip Wealth, LLC otherOtherAug 19, 2010May 24, 2011 (278 d)
Dennis A. BookerCharles Schwab & Co., Inc. national BDBip Wealth, LLC otherOtherMar 4, 2010May 28, 2010 (85 d)
Forrest Ivey RobertsonHonorvise Investments, LLC unclassifiedBip Wealth, LLC otherOtherDec 18, 2009May 27, 2009
David Gary McbrideHonorvise Investments, LLC unclassifiedBip Wealth, LLC otherOtherDec 18, 2009Jul 8, 2009
Taylor Nolan WilliamsLPL Financial LLC otherBip Wealth, LLC otherOtherDec 8, 2009Jun 26, 2015 (2026 d)
Aron Robert RiddleFidelity Personal Trust Company, Fsb unclassifiedBip Wealth, LLC otherOtherMar 28, 2007Apr 5, 2017 (3661 d)
William Joseph HarrisCharles Schwab & Co., Inc. national BDBip Wealth, LLC otherOtherSep 27, 2004Apr 19, 2007 (934 d)
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43 moves match.