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•••••• F•••••••
- 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 currentsince Dec 3, 2012 · Kennett Square, Pa
- L•• F•••••••• L•• BD affiliatedSep 8, 2009 to Dec 12, 2009 · Sacramento, Ca
- A••••••••• S••••••••• C•••• unclassifiedMay 6, 2009 to Sep 8, 2009 · Middletown, De
- F•• S••••••••• C••••••••• formerJan 24, 2007 to Apr 29, 2009 · Middletown, De
- F•• A••••••• L•• formerMar 26, 2001 to Jan 29, 2008 · Odessa, De
- L•• F•••••••• L•• to A•••••• P•••••••• L••left Dec 12, 2009, registered Dec 3, 2012 (1087 days) · Other
- A••••••••• S••••••••• C•••• to L•• F•••••••• L••left Sep 8, 2009, registered Sep 8, 2009 (0 days) · Other
- F•• S••••••••• C••••••••• to A••••••••• S••••••••• C••••left Apr 29, 2009, registered May 6, 2009 (7 days) · Other
- F•• A••••••• L•• to F•• S••••••••• C•••••••••left Jan 29, 2008, registered Jan 24, 2007 (-370 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address