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.
Martin Tico Orton
- Title
- Senior Vice Presidentreportedkwm.us.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.
- Kingsbridge Wealth Management, Inc. independent RIA currentsince Oct 1, 2012 · Las Vegas, Nv
- Kingsbridge Private Wealth Management, Inc. unclassifiedFeb 10, 2010 to Dec 31, 2010 · Fullerton, Ca
- Banc Of America Investment Services, Inc. unclassifiedSep 14, 2004 to Apr 28, 2009 · Newport Beach, Ca
- Morgan Stanley Dw Inc. unclassifiedMar 14, 2001 to Aug 25, 2004 · Fullerton, Ca
- Kingsbridge Private Wealth Management, Inc. to Kingsbridge Wealth Management, Inc.left Dec 31, 2010, registered Oct 1, 2012 (640 days) · Other
- Banc Of America Investment Services, Inc. to Kingsbridge Private Wealth Management, Inc.left Apr 28, 2009, registered Feb 10, 2010 (288 days) · Other
- Morgan Stanley Dw Inc. to Banc Of America Investment Services, Inc.left Aug 25, 2004, registered Sep 14, 2004 (20 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address