DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

KEVIN CHRISTOPHER HOOK

Advisor at BRIDGEWEALTH ADVISORY GROUP, LLC

Fresno, CA

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:90b5284f-7ce5-0c2c-ea18-dc6e73fd2388

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2001 to Sep 14, 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: BRIDGEWEALTH ADVISORY GROUP, LLC
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: Oct 24, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 24, 2001
First registration: Dec 4, 2001
Dual registered: yes, broker-dealer
Other names: KEVIN C HOOK
IAPD individual key: 4439944

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
BRIDGEWEALTH ADVISORY GROUP, LLC	Independent wealth	Jul 5, 2018	n/a	yes	Fresno, CA	Current employment
RB CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 7, 2016	Dec 31, 2018	no	Fresno, CA\|Fresno, CA	Previous registration
RB CAPITAL MANAGEMENT, LLC	Independent wealth	May 25, 2005	Dec 31, 2015	no	FRESNO, CA\|FRESNO, CA	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Sep 12, 2003	Oct 11, 2004	no	FRESNO, CA	Previous registration
PIPER SANDLER & CO.	Institutional manager	Dec 4, 2001	Sep 23, 2003	no	FRESNO, CA	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
RB CAPITAL MANAGEMENT, LLC	BRIDGEWEALTH ADVISORY GROUP, LLC	Dec 31, 2018	Jul 5, 2018	-179	Firm change after gap	RIA to new firm
GUNNALLEN FINANCIAL, INC	RB CAPITAL MANAGEMENT, LLC	Oct 11, 2004	May 25, 2005	226	Firm change	Other
PIPER SANDLER & CO.	GUNNALLEN FINANCIAL, INC	Sep 23, 2003	Sep 12, 2003	-11	Firm change	Other

Relationships

Registered with (4)

→ BRIDGEWEALTH ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Jul 5, 2018 to presentfactForm ADV
→ RB CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 7, 2016 to Dec 31, 2018factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Sep 12, 2003 to Oct 11, 2004factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Dec 4, 2001 to Sep 23, 2003factForm ADV

Dated events

No dated event names this entity yet.