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.
James Chad Watt
- Title
- Financial Advisorreportedbridgelightadvisors.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.
- Bridgelight Financial Advisors, Inc independent RIA currentsince Jul 30, 2026 · Shelton, Ct
- Valic Financial Advisors, Inc. BD affiliatedJun 29, 2021 to Dec 20, 2024 · Burlington, Ma
- Elevage Partners, LLC independent RIADec 6, 2018 to Sep 29, 2020 · Longmeadow, Ma
- Advice And Planning Services BD affiliatedSep 30, 2016 to Nov 5, 2018 · Hartford, Ct
- Valic Financial Advisors, Inc. to Bridgelight Financial Advisors, Incleft Dec 20, 2024, registered Jul 30, 2026 (587 days) · Affiliated broker-dealer or bank to independent RIA
- Elevage Partners, LLC to Valic Financial Advisors, Inc.left Sep 29, 2020, registered Jun 29, 2021 (273 days) · RIA to affiliated broker-dealer or bank
- Advice And Planning Services to Elevage Partners, LLCleft Nov 5, 2018, registered Dec 6, 2018 (31 days) · Affiliated broker-dealer or bank to independent RIA
- James Chad Watt left Valic Financial Advisors, Inc. for Bridgelight Financial Advisors, Inc (registered 2026-07-30)Dec 20, 2024 · Advisor changed firm · fact
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address