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 Bcu 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.

AdvisorFromToTypeLeftRegistered
Heather M. WrightCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherJun 30, 2023Jul 6, 2017
John Todd AndersonCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherJun 30, 2023Mar 26, 2013
James Harold YocomCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherJun 30, 2023Nov 9, 2016
Bryan Patrick FarrisseyCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherJun 30, 2023Mar 26, 2013
Kristi Lynn MertensCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherJun 30, 2023Apr 9, 2014
Keaton Marie MesserschmidtCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Jan 2, 2026 (917 d)
Kelly Marlene WilliCharles Schwab & Co., Inc. national BDBcu Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2023Apr 15, 2024 (293 d)
James HagenThrivent Investment Management Inc. BD affiliatedBcu Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2023Feb 13, 2023
Luis Ernesto Garcia EstradaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBcu Wealth Advisors, LLC independent RIAWirehouse to independent RIAJan 23, 2023Feb 7, 2024 (380 d)
Mathew Peter DouvikasCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2022Sep 16, 2022
David Taylor IIIWells Fargo Advisors wirehouseBcu Wealth Advisors, LLC independent RIAWirehouse to independent RIAJul 1, 2022Jul 7, 2022
Linda Kay WinkelmanNorthrock Partners, LLC independent RIABcu Wealth Advisors, LLC independent RIARIA to RIAMay 31, 2022Jan 10, 2023 (224 d)
William James LuzzoPrivate Advisor Group, LLC BD affiliatedBcu Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2022Dec 16, 2021
Garret Jay BartelCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherOct 30, 2018Nov 7, 2017
Richard Allan OrrCuso Financial Services, L.P. BD affiliatedBcu Wealth Advisors, LLC otherOtherJun 25, 2018Nov 8, 2012
Jonathan David WylieWoodbury Financial Services, Inc. BD affiliatedBcu Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 9, 2018May 10, 2018
Cesar Noe PenaCuso Financial Services, L.P. otherBcu Wealth Advisors, LLC otherOtherMar 24, 2017Aug 6, 2014
Richard Lee ChambersCuso Financial Services, L.P. otherBcu Wealth Advisors, LLC otherOtherMar 13, 2017Apr 1, 2013
Jay Allan BendeskyCuso Financial Services, L.P. otherBcu Wealth Advisors, LLC otherOtherOct 13, 2014Apr 9, 2014
Scott Leonard ComeauState Street Research & Management Company unclassifiedBcu Wealth Advisors, LLC independent RIAOtherSep 27, 2002Dec 12, 2018 (5920 d)
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20 moves match.