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RIA / WealthAdvisorPersonal Financial Specialist23 years in industry

BARBARA JEAN RAY

Advisor at BRIDGE GENERATIONS WEALTH MANAGEMENT

SOUTH MIAMI, FL | Millcreek, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e59a35f-5030-ae24-89e7-8cd66f94ffd4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BRIDGE GENERATIONS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S66
First exam: Jun 16, 2003
First registration: Jun 19, 2003
Dual registered: no
IAPD individual key: 4635209

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BRIDGE GENERATIONS WEALTH MANAGEMENT	Independent wealth	Jul 3, 2024	n/a	yes	Millcreek, UT\|SOUTH MIAMI, FL	Current employment
FORUM FINANCIAL MANAGEMENT, LP	Independent wealth	Nov 13, 2018	Jan 31, 2025	no	MURRAY, UT\|LOMBARD, IL	Previous registration
VANTAGE POINT ADVISORS, LLC	Former SEC adviser	Sep 8, 2004	Jan 23, 2019	no	SALT LAKE CITY, UT\|MURRAY, UT\|Salt Lake City, UT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jun 19, 2003	Aug 18, 2004	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORUM FINANCIAL MANAGEMENT, LP	BRIDGE GENERATIONS WEALTH MANAGEMENT	Jan 31, 2025	Jul 3, 2024	-212	Firm change after gap	RIA to new firm
VANTAGE POINT ADVISORS, LLC	FORUM FINANCIAL MANAGEMENT, LP	Jan 23, 2019	Nov 13, 2018	-71	Firm change after gap	Other
OSAIC FA, INC.	VANTAGE POINT ADVISORS, LLC	Aug 18, 2004	Sep 8, 2004	21	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145706:331683:IL:2025-01-31	Jan 31, 2025	Jul 3, 2024	LOMBARD, IL	Firm change after gap

Relationships

Registered with (4)

→ BRIDGE GENERATIONS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ FORUM FINANCIAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Nov 13, 2018 to Jan 31, 2025factForm ADV
→ VANTAGE POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 8, 2004 to Jan 23, 2019factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 19, 2003 to Aug 18, 2004factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Barbara Jean Ray left Forum Financial Management, Lp for Bridge Generations Wealth Management (registered 2024-07-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e59a35f-5030-ae24-89e7-8cd66f94ffd4
First observed: Jun 19, 2003
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BARBARA JEAN RAY

Advisor at BRIDGE GENERATIONS WEALTH MANAGEMENT

SOUTH MIAMI, FL | Millcreek, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e59a35f-5030-ae24-89e7-8cd66f94ffd4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BRIDGE GENERATIONS WEALTH MANAGEMENT

Independent wealth

Jul 3, 2024

n/a

yes

Millcreek, UT|SOUTH MIAMI, FL

Current employment

FORUM FINANCIAL MANAGEMENT, LP

Independent wealth

Nov 13, 2018

Jan 31, 2025

MURRAY, UT|LOMBARD, IL

Previous registration

VANTAGE POINT ADVISORS, LLC

Former SEC adviser

Sep 8, 2004

Jan 23, 2019

SALT LAKE CITY, UT|MURRAY, UT|Salt Lake City, UT

Previous registration

OSAIC FA, INC.

Former SEC adviser

Jun 19, 2003

Aug 18, 2004

SALT LAKE CITY, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FORUM FINANCIAL MANAGEMENT, LP

BRIDGE GENERATIONS WEALTH MANAGEMENT

Jan 31, 2025

Jul 3, 2024

-212

Firm change after gap

RIA to new firm

VANTAGE POINT ADVISORS, LLC

FORUM FINANCIAL MANAGEMENT, LP

Jan 23, 2019

Nov 13, 2018

-71

Firm change after gap

Other

OSAIC FA, INC.

VANTAGE POINT ADVISORS, LLC

Aug 18, 2004

Sep 8, 2004

Firm change

Other

Team

Left

Joined

From

Kind

145706:331683:IL:2025-01-31

Jan 31, 2025

Jul 3, 2024

LOMBARD, IL

Firm change after gap