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 Bpm Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Eric Zachary Weissman | Osaic Fa, Inc. other | Bpm Advisors, Inc. other | Other | Sep 12, 2014 | Nov 4, 2014 (53 d) |
| William Robert Posch | Wells Fargo Insurance Services Investment Advisors, Inc. unclassified | Bpm Advisors, Inc. no RAUM | Other | Aug 6, 2012 | Sep 11, 2012 (36 d) |
| Michael Lance Rogers | Vista Wealth Management, LLC other | Bpm Advisors, Inc. no RAUM | Other | Jul 31, 2012 | Aug 15, 2012 |
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3 moves match.