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 Blue Ridge Wealth Planners
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 |
|---|---|---|---|---|---|
| Bryce William Hodge | Ameriprise Financial Services, LLC national BD | Blue Ridge Wealth Planners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2025 | Mar 13, 2025 |
| Jonathan Mills | Pya Waltman Capital, LLC mixed wealth | Blue Ridge Wealth Planners independent RIA | RIA to RIA | Jun 29, 2020 | Nov 18, 2020 (142 d) |
| Robert Harry Fugate | Global Financial Private Capital, Inc. other | Blue Ridge Wealth Planners independent RIA | Other | Jul 17, 2017 | Oct 18, 2016 |
| John Vandergriff | Global Financial Private Capital, Inc. other | Blue Ridge Wealth Planners independent RIA | Other | Jul 17, 2017 | Oct 18, 2016 |
| Bradley Robert Fugate | Global Financial Private Capital, Inc. other | Blue Ridge Wealth Planners independent RIA | Other | Jul 17, 2017 | Oct 18, 2016 |
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5 moves match.