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 Bellars Harris 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 |
|---|---|---|---|---|---|
| Timothy John Bellars | Cpc Advisors, LLC independent RIA | Bellars Harris Wealth Management independent RIA | RIA to RIA | Dec 31, 2025 | Mar 16, 2026 (75 d) |
| Claudia Puopolo Bellars | Cpc Advisors, LLC independent RIA | Bellars Harris Wealth Management independent RIA | RIA to RIA | Dec 31, 2025 | Mar 16, 2026 (75 d) |
| Brad Alan Harris | Cpc Advisors, LLC independent RIA | Bellars Harris Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Jan 2, 2026 |
| Axel John Bellars | Cpc Advisors, LLC independent RIA | Bellars Harris Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Jan 2, 2026 |
| Zachary Owen Harris | Cpc Advisors, LLC independent RIA | Bellars Harris Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Jan 2, 2026 |
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5 moves match.