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 Bolthouse Investment Management Services
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 |
|---|---|---|---|---|---|
| Dustin Weaver | Barnes Wealth Management Group independent RIA | Bolthouse Investment Management Services mixed wealth | RIA to RIA | Oct 28, 2022 | Nov 3, 2022 |
| Brad Alan Jantz | Flagstone Investments LLC unclassified | Bolthouse Investment Management Services mixed wealth | Other | Feb 10, 2009 | Sep 25, 2023 (5340 d) |
| Lisa Diane Kemph | Flagstone Investments LLC unclassified | Bolthouse Investment Management Services mixed wealth | Other | Jan 12, 2009 | Jun 12, 2025 (5995 d) |
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3 moves match.