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 Bxm Wealth 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 |
|---|---|---|---|---|---|
| Ryan James Jercinovic | Schwab Wealth Advisory, Inc. no RAUM | Bxm Wealth LLC independent RIA | Other | Jul 30, 2026 | Jul 31, 2026 |
| Timothy Joseph Harker | Charles Schwab & Co., Inc. national BD | Bxm Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2025 | Nov 11, 2025 |
| Brian John Frew | Charles Schwab & Co., Inc. national BD | Bxm Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2024 | Jan 2, 2025 |
| Camaron Joseph Barta | Schwab Wealth Advisory, Inc. no RAUM | Bxm Wealth LLC independent RIA | Other | Jul 29, 2024 | Aug 16, 2024 |
| Adam Henry Barringer | Schwab Wealth Advisory, Inc. no RAUM | Bxm Wealth LLC independent RIA | Other | Jul 26, 2024 | Aug 16, 2024 |
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5 moves match.