RIA Intelligence

Business email

will@briggswealthmgmt.comreportedbriggswealthmgmt.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.

• B••••• W••••• M••••••••• I••• independent RIA current
  since Sep 5, 2019 · Glastonbury, Ct
• K•• I••••••••• S••••••• L•• BD affiliated
  Sep 21, 2016 to Dec 7, 2016 · Manchester, Ct
• L•• F•••••••• L•• BD affiliated
  Apr 20, 2015 to Sep 21, 2016 · East Hartford, Ct
• M••••• S•••••• wirehouse
  Dec 21, 2012 to Apr 22, 2015 · West Hartford, Ct

• K•• I••••••••• S••••••• L•• to B••••• W••••• M••••••••• I•••
  left Dec 7, 2016, registered Sep 5, 2019 (1002 days) · Other
• L•• F•••••••• L•• to K•• I••••••••• S••••••• L••
  left Sep 21, 2016, registered Sep 21, 2016 (0 days) · Other · moved with a team
• M••••• S•••••• to L•• F•••••••• L••
  left Apr 22, 2015, registered Apr 20, 2015 (-2 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

21derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address