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 Bulman Wealth Group
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 |
|---|---|---|---|---|---|
| Taranvir S. Pannu | Monarch Wealth Strategies independent RIA | Bulman Wealth Group independent RIA | RIA to RIA | Dec 20, 2024 | Jan 7, 2025 |
| Christopher James Bulman | Brookstone Wealth Advisors, LLC no RAUM | Bulman Wealth Group independent RIA | Other | Aug 23, 2023 | Apr 30, 2021 |
| Scott Andrew Vlahon | Brookstone Wealth Advisors, LLC no RAUM | Bulman Wealth Group independent RIA | Other | Aug 23, 2023 | Jul 6, 2021 |
| Michael Shawn Mcelmoyl | U.S. Bancorp Advisors, LLC BD affiliated | Bulman Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2023 | Apr 23, 2024 (277 d) |
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4 moves match.