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 Bluespring Wealth Management, 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
John Kenneth RitterRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Christopher Charles EntringerRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Ronda L KoehlerRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Jeffrey Earl DaniherRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Ryan Robert RobaughRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Daniel Joseph CzulnoJoule Financial, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 24, 2026
Michele R DaniherRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
John Stephen HannanRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Logan Steven GillandJoule Financial, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 24, 2026
Kaylie B WiseRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 12, 2026
Allison Loraine HowardJoule Financial, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 24, 2026
Robert Vinson BuntingJoule Financial, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 24, 2026
John Bradley RitterRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Andrew DurantJoule Financial, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 24, 2026
Lora Marie AnstaettRitter Daniher Financial Advisory LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJul 8, 2026Jun 18, 2026
Michael Anthony SollazzoCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 9, 2026May 22, 2026
Lalith TirumalasettyBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 9, 2026May 20, 2026
Lawrence Arthur HansenBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 21, 2026
Michael Gray FrazierCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
John ChangCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Jason William MartinBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
John Joseph EdelenCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
James Fredric MccarthyBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Deborah Noroian MitchellBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 22, 2026
Meredith Miriam RosenCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Justin AmitCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Michael Alan HarrisCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 26, 2026
Terry Kin ChiuBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Abraham GarciaBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 27, 2026
Cameron Allen JamisonCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Anthony Bertuol OkunBedell Frazier Investment Counselling, LLC. independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
John Thomas MooserCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Anthony WelleBergankdv Wealth Management, LLC mixed wealthBluespring Wealth Management, LLC independent RIARIA to RIANov 22, 2022Jan 6, 2023 (45 d)
James Scott RoseFisher Investments independent RIABluespring Wealth Management, LLC independent RIARIA to RIAMar 14, 2022Apr 12, 2023 (394 d)
Donald Christian NielsenAlight Financial Advisors, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAMay 6, 2019Jul 24, 2026 (2636 d)
Charles Amlie GruysFidelity Personal And Workplace Advisors BD affiliatedBluespring Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2019Jun 18, 2019 (68 d)
Michael James NesheimBallast Advisors, LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAApr 1, 2019Apr 2, 2019
Kyle Collin MatkaitisLPL Financial LLC otherBluespring Wealth Management, LLC otherOtherJun 23, 2017May 9, 2017
Thomas Gifford FeeVector Wealth Management, LLC otherBluespring Wealth Management, LLC otherOtherMay 8, 2017Apr 6, 2017
Sharon Lee CalhounVector Wealth Management, LLC otherBluespring Wealth Management, LLC otherOtherMay 8, 2017Feb 9, 2017
Robert Paul LawsonVector Wealth Management, LLC otherBluespring Wealth Management, LLC otherOtherMay 8, 2017Feb 3, 2017
Joseph Charles GrochowskiVector Wealth Management, LLC otherBluespring Wealth Management, LLC otherOtherMay 8, 2017Feb 3, 2017
Jason Douglas RanalloVector Wealth Management, LLC otherBluespring Wealth Management, LLC otherOtherMay 8, 2017Apr 5, 2017
Christopher Michael WagnerNavpoint Financial, Inc. otherBluespring Wealth Management, LLC independent RIAOtherFeb 24, 2017Aug 24, 2018 (546 d)
Michael Bailey MayerGradient Investments, LLC otherBluespring Wealth Management, LLC independent RIAOtherMay 19, 2016Mar 14, 2022 (2125 d)
David Robert MoserGradient Investments, LLC otherBluespring Wealth Management, LLC independent RIAOtherJun 17, 2015Apr 24, 2018 (1042 d)
John Edward TenleyAmeriprise Financial Services, LLC national BDBluespring Wealth Management, LLC otherOtherOct 8, 2014Oct 8, 2014
Amy Marie PavlisVoya Financial Advisors, Inc. otherBluespring Wealth Management, LLC otherOtherApr 7, 2014Apr 28, 2014
Travis Charles HilsabeckPrincipal Securities, Inc. otherBluespring Wealth Management, LLC otherOtherSep 6, 2013Oct 11, 2013 (35 d)
Tyler Jon SchelhaasCharles Schwab & Co., Inc. national BDBluespring Wealth Management, LLC otherOtherMar 13, 2012Mar 19, 2012
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50 moves match.