RIA Intelligence

Title

Principalreportedabridgepartners.comfirm site, Sep 16, 2026

Direct business phone

601-718-0000reportedabridgepartners.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• A•••••• P•••••••• L•• independent RIA current
  since Jan 1, 2026 · Jackson, Ms
• A•••••• P•••••••• L•• former
  Dec 5, 2007 to Dec 31, 2020 · Madison, Ms
• F•• A•••••••• I••• unclassified
  Mar 22, 2006 to Dec 31, 2007 · Jackson, Ms
• F•• A••••••• L•• former
  Feb 9, 2000 to Jul 19, 2007 · Jackson, Ms

• A•••••• P•••••••• L•• to A•••••• P•••••••• L••
  left Dec 31, 2020, registered Jan 1, 2026 (1827 days) · channel change inside one enterprise, not a move
• F•• A•••••••• I••• to A•••••• P•••••••• L••
  left Dec 31, 2007, registered Dec 5, 2007 (-26 days) · Other
• F•• A••••••• L•• to F•• A•••••••• I•••
  left Jul 19, 2007, registered Mar 22, 2006 (-484 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

44derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address