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
Ann Margaret Macagba Bishop
Feed of 09/14/2026
Also filed as Ann Macagba
At current firm
1 y
since Mar 31, 2025
In the industry
19 y
since Jul 2, 2007 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Hayward, Ca
- Fidelity Personal And Workplace Advisors formerAug 20, 2024 to Mar 31, 2025 · Campbell, Ca
- J.P. Morgan Private Wealth Advisors LLC formerMar 22, 2022 to Sep 18, 2023 · Menlo Parks, Ca
- Natixis Advisors, LLC BD affiliatedDec 11, 2019 to Apr 11, 2022 · San Francisco, Ca
- Wells Fargo Advisors wirehouseNov 2, 2017 to Oct 31, 2019 · Los Gatos, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Nov 2, 2017 · Palo Alto, Ca
- Morgan Stanley & Co. LLC unclassifiedApr 25, 2008 to Jun 1, 2009 · Palo Alto, Ca
- Ameriprise Financial Services, LLC national BDJul 4, 2007 to Aug 28, 2007 · Redwood City, Ca
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- J.P. Morgan Private Wealth Advisors LLC to Fidelity Personal And Workplace Advisorsleft Sep 18, 2023, registered Aug 20, 2024 (337 days) · Affiliated broker-dealer or bank to another
- Natixis Advisors, LLC to J.P. Morgan Private Wealth Advisors LLCleft Apr 11, 2022, registered Mar 22, 2022 (-20 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Natixis Advisors, LLCleft Oct 31, 2019, registered Dec 11, 2019 (41 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Wells Fargo Advisorsleft Nov 2, 2017, registered Nov 2, 2017 (0 days) · Wirehouse to wirehouse · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Morgan Stanley & Co. LLCleft Aug 28, 2007, registered Apr 25, 2008 (241 days) · Other
Signals
- Ann Margaret Macagba Bishop left J.P. Morgan Private Wealth Advisors Llc for Fidelity Personal And Workplace Advisors (registered 2024-08-20)Sep 18, 2023 · Advisor changed firm · fact
- Ann Margaret Macagba Bishop left Natixis Advisors, Llc for J.P. Morgan Private Wealth Advisors Llc (registered 2022-03-22)Apr 11, 2022 · Advisor changed firm · fact
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
- National broker-dealer RIAderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address