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 Bluemont Capital Advisors, 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 |
|---|---|---|---|---|---|
| Michael Peter Duprey | Charles Schwab & Co., Inc. national BD | Bluemont Capital Advisors, LLC other | Other | Mar 11, 2011 | Apr 6, 2011 |
| Jonathan David Wagner | Old Dominion Capital Management Inc. other | Bluemont Capital Advisors, LLC other | Other | Oct 22, 2009 | Feb 24, 2010 (125 d) |
| Mark Vincent Stys | Stanford Capital Management, LLC unclassified | Bluemont Capital Advisors, LLC other | Other | Dec 31, 2008 | Feb 5, 2009 (36 d) |
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3 moves match.