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 Bluechip Wealth 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 |
|---|---|---|---|---|---|
| John Cronin | J.P. Morgan Securities LLC wirehouse | Bluechip Wealth Advisors LLC independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Aug 15, 2025 |
| Kevin Lamar Rainwater | Mercer Global Advisors Inc. independent RIA | Bluechip Wealth Advisors LLC independent RIA | RIA to RIA | Sep 22, 2023 | Oct 2, 2023 |
| Scott Mcquilken | Arkadios Wealth Advisors BD affiliated | Bluechip Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2021 | Dec 8, 2021 |
| Beau Hunter Davis | Compass Wealth Management, LLC independent RIA | Bluechip Wealth Advisors LLC independent RIA | RIA to RIA | Jun 30, 2021 | Jul 14, 2021 |
| Richard Mansfield Poore | Strategic Advisers LLC national BD | Bluechip Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2011 | Oct 6, 2011 (99 d) |
| Kenneth Scott Brandenburg | Ameriprise Financial Services, LLC national BD | Bluechip Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2009 | Jan 19, 2011 (393 d) |
| Marcus Alan Ashworth | Triad Advisors, LLC other | Bluechip Wealth Advisors LLC independent RIA | Other | Oct 19, 2009 | Jul 2, 2009 |
Page 1 of 1
7 moves match.