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 Bpu Investment Management, 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.

AdvisorFromToTypeLeftRegistered
Steven Carl PriceSolenture Advisors LLC otherBpu Investment Management, Inc. otherOtherDec 31, 2016Aug 26, 2016
Christopher Ryan CoolidgeSolenture Advisors LLC otherBpu Investment Management, Inc. otherOtherDec 31, 2016Aug 23, 2016
Steven Eric BertoloQuestar Asset Management, Inc. otherBpu Investment Management, Inc. otherOtherDec 22, 2016Dec 12, 2016
Newlin Van Kirk ArchinalCommonwealth Financial Network national BDBpu Investment Management, Inc. otherOtherOct 17, 2016Oct 22, 2016
Michael Theodore HaleyNationwide Securities, LLC no RAUMBpu Investment Management, Inc. otherOtherSep 27, 2011Sep 28, 2011
Sheyna Lynn RegetsLPL Financial LLC otherBpu Investment Management, Inc. independent RIAOtherApr 13, 2011Nov 13, 2019 (3136 d)
John Wesley HaynesPortfolioarc, L.L.C. state registeredBpu Investment Management, Inc. otherOtherJan 8, 2011Dec 9, 2015 (1796 d)
Bernadette Marie LawWells Fargo Advisors wirehouseBpu Investment Management, Inc. otherOtherSep 21, 2010Sep 20, 2010
Daniel R DunlapNationwide Securities, LLC no RAUMBpu Investment Management, Inc. otherOtherAug 17, 2010Aug 18, 2010
Michael Paul DichiazzaLPL Financial LLC otherBpu Investment Management, Inc. otherOtherJul 12, 2010Jun 28, 2010
William Lawrence BushJanney Montgomery Scott LLC otherBpu Investment Management, Inc. otherOtherJul 10, 2009Jul 7, 2009
Anthony James LandauParagon Wealth Management, LLC unclassifiedBpu Investment Management, Inc. otherOtherFeb 13, 2009Mar 11, 2009
Robert Stanton BarmenParagon Wealth Management, LLC unclassifiedBpu Investment Management, Inc. otherOtherFeb 13, 2009Mar 11, 2009
Arthur Floyd HazenInvest Financial Corporation otherBpu Investment Management, Inc. otherOtherJun 17, 2008Jun 24, 2008
Mark Andrew KovacsNatcity Investments, Inc. unclassifiedBpu Investment Management, Inc. otherOtherApr 23, 2008Apr 22, 2008
Anita BuerkleJanney Montgomery Scott LLC otherBpu Investment Management, Inc. otherOtherSep 14, 2007Sep 4, 2007
Lisa Joyce DelisioPnc Wealth Management otherBpu Investment Management, Inc. otherOtherAug 3, 2006Aug 10, 2006
Robert Joseph StandishPnc Wealth Management otherBpu Investment Management, Inc. otherOtherApr 15, 2004May 20, 2004 (35 d)
Richard Alan ClemensGreenfield/Lewis Investment Counsel state registeredBpu Investment Management, Inc. otherOtherMay 7, 2003Jul 8, 2003 (62 d)
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19 moves match.