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 Blueprint Investment Partners 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 |
|---|---|---|---|---|---|
| Laurie Michele Moore | Citigroup Global Markets Inc. BD affiliated | Blueprint Investment Partners LLC asset manager | Other | Jun 19, 2024 | Jul 9, 2024 |
| Steven Robert Nelson | Clarkston Capital Partners, LLC mixed wealth | Blueprint Investment Partners LLC asset manager | Other | Jan 9, 2024 | May 16, 2023 |
| Gregory Patrick Gerhartz | Long Short Advisors, LLC asset manager | Blueprint Investment Partners LLC asset manager | Other | Oct 23, 2023 | Feb 1, 2024 (101 d) |
| Jonathan David Robinson | Bluegrass Capital Advisors, LLC unclassified | Blueprint Investment Partners LLC asset manager | Other | Aug 19, 2020 | Jan 8, 2020 |
| Kenneth Browne Peters | Stearns Financial Group independent RIA | Blueprint Investment Partners LLC asset manager | Other | Mar 13, 2020 | Apr 16, 2021 (399 d) |
| Eric James Perry | Mesirow Financial Investment Management, Inc. other | Blueprint Investment Partners LLC asset manager | Other | Jul 6, 2012 | Jul 7, 2023 (4018 d) |
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6 moves match.