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 Bellingrath Wealth Management, L.L.C.
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 Woolford Swayze | Cetera Investment Advisers LLC BD affiliated | Bellingrath Wealth Management, L.L.C. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 14, 2021 | Jul 24, 2025 (1471 d) |
| Christopher Garlan White | Chase Investment Services Corp. other | Bellingrath Wealth Management, L.L.C. no RAUM | Other | Sep 1, 2010 | Jul 24, 2025 (5440 d) |
| Rory Charles Roniger | Ameritas Advisory Services other | Bellingrath Wealth Management, L.L.C. no RAUM | Other | Dec 22, 2009 | Jul 24, 2025 (5693 d) |
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3 moves match.