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.
George Wayne Richerson
- Title
- Partner and Wealth Advisorreportedsouthbridgeadv.comfirm site, Sep 16, 2026
- Designations
- CRPSreportedsouthbridgeadv.comas printed on the bio page, Sep 17, 2026
- Partner or owner
- “A partner of Southbridge Advisors LLC, George Richerson serves as Director, Corporate Retirement Strategies.”reportedsouthbridgeadv.comthe sentence on the bio page
- Business email
- george@southbridgeadv.comreportedsouthbridgeadv.comfirm site, Sep 16, 2026
- Professional profile
- southbridgeadv.com/team/george-richerson-crpsreportedsouthbridgeadv.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.
- Southbridge Advisors, LLC independent RIA currentsince Dec 13, 2019 · Marieta, Ga
- Southbridge formerSep 17, 2013 to Mar 26, 2020 · Marrietta, Ga
- Southbridge formerJun 24, 2011 to Feb 6, 2013 · Marrietta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 11, 2008 to Jun 1, 2011 · Atlanta, Ga
- Equitable Advisors, LLC national BDSep 26, 2007 to Nov 29, 2007 · Atlanta, Ga
- Southbridge to Southbridge Advisors, LLCleft Mar 26, 2020, registered Dec 13, 2019 (-104 days) · RIA to a newly registered adviser · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Southbridgeleft Jun 1, 2011, registered Jun 24, 2011 (23 days) · Other
- Equitable Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 29, 2007, registered Jun 11, 2008 (195 days) · Affiliated broker-dealer or bank to wirehouse
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address