RIA Intelligence

Designations

CFPreportedbridgeviewadvisors.comas printed on the bio page, Sep 16, 2026

Professional profile

bridgeviewadvisors.com/our-team/david-waldropreportedbridgeviewadvisors.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.

• B••••••••• C•••••• A•••••••• I••• independent RIA current
  since Aug 8, 2006 · El Dorado Hills, Ca
• C••••••• J•••• W• unclassified
  Jan 10, 2006 to Jul 30, 2006 · Citrus Heights, Ca
• U•• F•••••••• S••••••• I••• wirehouse
  Apr 4, 2005 to Jul 8, 2005 · San Francisco, Ca
• W•••• F•••• I••••••••• L•• unclassified
  Jul 20, 2001 to Apr 14, 2005 · Roseville, Ca

• C••••••• J•••• W• to B••••••••• C•••••• A•••••••• I•••
  left Jul 30, 2006, registered Aug 8, 2006 (9 days) · Other
• U•• F•••••••• S••••••• I••• to C••••••• J•••• W•
  left Jul 8, 2005, registered Jan 10, 2006 (186 days) · Other
• W•••• F•••• I••••••••• L•• to U•• F•••••••• S••••••• I•••
  left Apr 14, 2005, registered Apr 4, 2005 (-10 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

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address