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 Bluesphere 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Patrick Weber | Your Planning Partner LLC state registered | Bluesphere Advisors LLC independent RIA | Other | Sep 23, 2020 | Oct 20, 2020 |
| James Drew Harrington | Spire Wealth Management, LLC independent RIA | Bluesphere Advisors LLC no RAUM | Other | Aug 1, 2018 | Jul 31, 2018 |
| Michael Patrick Weber | Ameriprise Financial Services, LLC national BD | Bluesphere Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 23, 2016 | Jun 22, 2016 |
| David Ralph Ritrovato | Ameriprise Financial Services, LLC national BD | Bluesphere Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2016 | Jun 22, 2016 |
| Sanjay Krishnarao Pawar | Ameriprise Financial Services, LLC national BD | Bluesphere Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2016 | Jun 21, 2016 |
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5 moves match.