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.
Bridget Erin Costello
- Designations
- CFPreportedkayne.comas printed on the bio page, Sep 16, 2026
- Professional profile
- kayne.com/wealth-management/news/kayne-anderson-rudnicks-darnel-bentz-reportedkayne.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.
- Kayne Anderson Rudnick Investment Management, LLC mixed wealth currentsince Oct 29, 2015 · Los Angeles, Ca
- Td Ameritrade Investment Management, LLC formerSep 2, 2014 to Oct 21, 2014 · Beverly Hills, Ca
- Td Ameritrade, Inc. formerSep 2, 2014 to Oct 21, 2014 · Beverly Hills, Ca
- Rwa Wealth Partners independent RIAFeb 17, 2012 to Sep 17, 2013 · Boston, Ma
- Adviser Investments unclassifiedMay 9, 2011 to Feb 28, 2012 · Newton, Ma
- Td Ameritrade Investment Management, LLC to Kayne Anderson Rudnick Investment Management, LLCleft Oct 21, 2014, registered Oct 29, 2015 (373 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 21, 2014, registered Sep 2, 2014 (-49 days) · channel change inside one enterprise, not a move
- Rwa Wealth Partners to Td Ameritrade, Inc.left Sep 17, 2013, registered Sep 2, 2014 (350 days) · Other
- Adviser Investments to Rwa Wealth Partnersleft Feb 28, 2012, registered Feb 17, 2012 (-11 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address