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 Wealth Alliance, 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 |
|---|---|---|---|---|---|
| Douglas Schiffmiller | American Portfolios Advisors, Inc BD affiliated | Blueprint Wealth Alliance, LLC no RAUM | Other | Dec 5, 2023 | Sep 16, 2016 |
| Jimmy Gonzalez | Perigon Wealth Management, LLC independent RIA | Blueprint Wealth Alliance, LLC other | Other | Jan 7, 2019 | May 19, 2017 |
| David Efrem Warshaw | American Portfolios Advisors, Inc other | Blueprint Wealth Alliance, LLC independent RIA | Other | Jan 17, 2017 | Mar 9, 2018 (416 d) |
| German Mauricio Ramirez | Kingsview Wealth Management, LLC other | Blueprint Wealth Alliance, LLC no RAUM | Other | Aug 5, 2016 | Jul 25, 2016 |
| Jeffrey Taraboulos | Sagepoint Financial, Inc. other | Blueprint Wealth Alliance, LLC other | Other | Oct 28, 2015 | Mar 2, 2017 (491 d) |
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5 moves match.