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 Bkm Wealth Management
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 |
|---|---|---|---|---|---|
| William James Manders | Wells Fargo Advisors wirehouse | Bkm Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 6, 2023 | Mar 3, 2023 |
| Jaclyn Sue Pappalardo | Wells Fargo Advisors wirehouse | Bkm Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 6, 2023 | Mar 3, 2023 |
| Matthew Michael Kons | Wells Fargo Advisors wirehouse | Bkm Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 6, 2023 | Mar 3, 2023 |
| Casey John Berrall | Wells Fargo Advisors wirehouse | Bkm Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 6, 2023 | Mar 3, 2023 |
| Steven Joseph Edward Manders | Wells Fargo Advisors wirehouse | Bkm Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 6, 2023 | Mar 3, 2023 |
| William Berrall | Wells Fargo Advisors wirehouse | Bkm Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 6, 2023 | Mar 3, 2023 |
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6 moves match.