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 Bluerock Wealth Management, 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 |
|---|---|---|---|---|---|
| Justin John Gillette | Homrich Berg independent RIA | Bluerock Wealth Management, LLC independent RIA | RIA to RIA | Feb 8, 2021 | Mar 5, 2021 |
| Amanda Kathryn Standard | Novare Capital Management independent RIA | Bluerock Wealth Management, LLC independent RIA | RIA to RIA | Jun 9, 2020 | Apr 29, 2021 (324 d) |
| Seth Taylor Adams | Your Retirement Coach independent RIA | Bluerock Wealth Management, LLC independent RIA | RIA to RIA | Jun 8, 2020 | May 8, 2020 |
| Daan Sebastian Mutsaers | Truewealth Management independent RIA | Bluerock Wealth Management, LLC independent RIA | RIA to RIA | May 18, 2020 | Jun 22, 2020 (35 d) |
| Alicia Sher | Redwood Wealth Management, LLC independent RIA | Bluerock Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2019 | Jan 21, 2020 |
| Rajen Kantilal Chokshi | Redwood Wealth Management, LLC independent RIA | Bluerock Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2019 | Oct 3, 2019 |
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6 moves match.