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 Bluedoor Private Wealth, 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 |
|---|---|---|---|---|---|
| John Richard Shepherd | Fairbanks Capital Management, Inc. independent RIA | Bluedoor Private Wealth, LLC independent RIA | RIA to RIA | Apr 15, 2026 | Apr 16, 2026 |
| Robert Byron Murphy | Little House Capital, LLC independent RIA | Bluedoor Private Wealth, LLC independent RIA | RIA to RIA | Jan 30, 2026 | Dec 23, 2025 |
| Kevin Patrick Mccutcheon | Live Oak Family Offices LLC independent RIA | Bluedoor Private Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Dec 10, 2025 |
| Thomas Eugene Shepherd | MML Investors Services, LLC BD affiliated | Bluedoor Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2025 | Apr 16, 2026 (223 d) |
| Michael Charles Kozak | Little House Capital, LLC independent RIA | Bluedoor Private Wealth, LLC no RAUM | RIA to a newly registered adviser | Jan 30, 2020 | Dec 18, 2019 |
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5 moves match.