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 Zone Wealth 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 |
|---|---|---|---|---|---|
| Anderson Jansen Lafontant | Composition Wealth, LLC independent RIA | Blue Zone Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 24, 2024 | Jun 25, 2024 |
| Bryan James Lee | Private Management Group Inc independent RIA | Blue Zone Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 29, 2020 | Apr 25, 2025 (1913 d) |
| Joshua Martin Sailar | Composition Wealth, LLC independent RIA | Blue Zone Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 16, 2019 | Jan 1, 2025 (1843 d) |
| Judith Maria Lu | Composition Wealth, LLC independent RIA | Blue Zone Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 9, 2019 | Jun 30, 2020 (204 d) |
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4 moves match.