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 Bcwm
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 |
|---|---|---|---|---|---|
| Kyle David Strehlow | Aspyre Wealth Partners independent RIA | Bcwm independent RIA | RIA to RIA | Jun 21, 2024 | Oct 9, 2024 (110 d) |
| Sean William Easterly | Invest Financial Corporation other | Bcwm other | Other | Apr 22, 2016 | May 25, 2016 (33 d) |
| Cynthia Renee Wysong | Equitable Advisors, LLC national BD | Bcwm other | Other | May 15, 2012 | Jan 15, 2014 (610 d) |
| Eric Charles Clark | Sonas Financial Group, Inc. other | Bcwm other | Other | Mar 27, 2012 | Apr 11, 2012 |
| Richard Wakefield Boyer | Ameriprise Advisor Services, Inc. unclassified | Bcwm other | Other | Sep 10, 2007 | Sep 4, 2007 |
| Melinda Katherine Corporon | Ameriprise Advisor Services, Inc. unclassified | Bcwm other | Other | Sep 10, 2007 | Sep 4, 2007 |
| Jay M Beebe | Ameriprise Advisor Services, Inc. unclassified | Bcwm other | Other | Sep 10, 2007 | May 17, 2011 (1345 d) |
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7 moves match.