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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M••• A••• T•••••••••
- Title
- Wealth Manager / Financial Advisorreportednorthbridgefg.comfirm site, Sep 15, 2026
- Designations
- CPFAreportednorthbridgefg.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportednorthbridgefg.com“Mark has over 25 years of experience in the Financial Services industry.”
- Professional profile
- NorthbridgeFG.com/team-member-01/mark-terwilligerreportednorthbridgefg.comfirm site, Sep 15, 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.
- N••••••••• F•••••••• G••••• L•• independent RIA currentsince Oct 6, 2020 · Tampa, Fl
- A••••••• F•••••••• A•••••••• L•• BD affiliatedJan 27, 2017 to Oct 3, 2018 · Plant City, Fl
- F•••••••• L•• formerMay 7, 2010 to Aug 28, 2015 · Minneapolis, Mn
- G•••••••• F••••••••• I•• unclassifiedJun 2, 2008 to Mar 30, 2010 · Lakeland, Fl
- E••••• J•••• national BDAug 3, 2005 to Apr 9, 2008 · Plant City, Fl
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Sep 8, 2003 · Tampa, Fl
- P••••••••• E••••• G••••• L•• unclassifiedSep 28, 2000 to Jul 1, 2003 · Tampa, Fl
- A••••••• F•••••••• A•••••••• L•• to N••••••••• F•••••••• G••••• L••left Oct 3, 2018, registered Oct 6, 2020 (734 days) · Affiliated broker-dealer or bank to a newly registered adviser
- F•••••••• L•• to A••••••• F•••••••• A•••••••• L••left Aug 28, 2015, registered Jan 27, 2017 (518 days) · Other
- G•••••••• F••••••••• I•• to F•••••••• L••left Mar 30, 2010, registered May 7, 2010 (38 days) · Other
- E••••• J•••• to G•••••••• F••••••••• I••left Apr 9, 2008, registered Jun 2, 2008 (54 days) · Other
- W•••• F•••• A••••••• to E••••• J••••left Sep 8, 2003, registered Aug 3, 2005 (695 days) · Wirehouse to affiliated broker-dealer or bank
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address