DFX Intelligence
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.
Registered advisor
Michael Anthony Bristow
Feed of 09/14/2026
Also filed as Michael Anthony Tolentino
At current firm
7 y
since May 2, 2019
In the industry
20 y
since Feb 21, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Tamalpais Asset Management independent RIA currentsince May 2, 2019 · Larkspur, Ca
- Cs Planning Corp independent RIAFeb 6, 2017 to Jul 2, 2019 · Larkspur, Ca
- Perigon Wealth Management, LLC independent RIAMay 5, 2016 to Oct 19, 2016 · San Francisco, Ca
- Sagetrader, LLC unclassifiedAug 18, 2009 to Apr 10, 2012 · Englewood, Nj
Moves
a registration end followed by a registration begin elsewhere
- Cs Planning Corp to Tamalpais Asset Managementleft Jul 2, 2019, registered May 2, 2019 (-61 days) · RIA to RIA
- Perigon Wealth Management, LLC to Cs Planning Corpleft Oct 19, 2016, registered Feb 6, 2017 (110 days) · Other
- Sagetrader, LLC to Perigon Wealth Management, LLCleft Apr 10, 2012, registered May 5, 2016 (1486 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address