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 Bam 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 |
|---|---|---|---|---|---|
| Jamal Klaus Schlensog | Strategic Advisers LLC national BD | Bam Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2026 | May 7, 2026 (34 d) |
| David M Afraimi | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Maxwell Ross | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Dylan Daniel James Rauh | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Nathan Lehnerz | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Jack Walker | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Nicholas M Donakowski | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Jeremy Steven Fritsch | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Jun 26, 2025 |
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8 moves match.