DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NORTHBRIDGE FINANCIAL GROUP, LLC
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NORTHBRIDGE FINANCIAL GROUP, LLC | Independent wealth | Feb 23, 2026 | n/a | yes | TAMPA, FL | Current employment |
| SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | Independent wealth | Oct 21, 2025 | Jan 21, 2026 | no | TAMPA, FL | Previous registration |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Nov 8, 2024 | May 2, 2025 | no | Tampa, FL|Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | NORTHBRIDGE FINANCIAL GROUP, LLC | Jan 21, 2026 | Feb 23, 2026 | 33 | Firm change | RIA to RIA |
| FLORIDA FINANCIAL ADVISORS, LLC | SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | May 2, 2025 | Oct 21, 2025 | 172 | Firm change | Ibd to RIA |