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 Basecamp 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 |
|---|---|---|---|---|---|
| Casey Michael Broderick | The Caprock Group, LLC independent RIA | Basecamp Wealth Advisors, LLC independent RIA | RIA to RIA | May 15, 2026 | Jul 13, 2026 (59 d) |
| Michael David Martin | The Clarius Group, LLC independent RIA | Basecamp Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 20, 2025 | Apr 9, 2025 |
| Teresa Lynn Lamar | Lnw independent RIA | Basecamp Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Feb 10, 2025 | Feb 9, 2025 |
| Brian Ray Johnson | Lnw independent RIA | Basecamp Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Feb 10, 2025 | Feb 7, 2025 |
| Lin Gong | Lnw independent RIA | Basecamp Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Feb 10, 2025 | Feb 7, 2025 |
| Joseph Norman Levesque | Mercer Global Advisors Inc. independent RIA | Basecamp Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 12, 2024 | Feb 7, 2025 (57 d) |
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6 moves match.