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
Teresah Danielle Woolridge
Feed of 09/14/2026
Also filed as Teresah D. Woolridge
At current firm
1 y
since Sep 30, 2024
In the industry
10 y
since Feb 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Sep 30, 2024 · Savannah, Ga
- Stifel, Nicolaus & Company, Incorporated national BDFeb 15, 2024 to Sep 19, 2024 · Savannah, Ga
- The Fiduciary Group independent RIAOct 28, 2022 to Feb 22, 2023 · Savannah, Ga
Moves
a registration end followed by a registration begin elsewhere
- Stifel, Nicolaus & Company, Incorporated to Charles Schwab & Co., Inc.left Sep 19, 2024, registered Sep 30, 2024 (11 days) · Affiliated broker-dealer or bank to another
- The Fiduciary Group to Stifel, Nicolaus & Company, Incorporatedleft Feb 22, 2023, registered Feb 15, 2024 (358 days) · RIA to affiliated broker-dealer or bank
Signals
- Teresah Danielle Woolridge left Stifel, Nicolaus & Company, Incorporated for Charles Schwab & Co., Inc. (registered 2024-09-30)Sep 19, 2024 · Advisor changed firm · fact
- Teresah Danielle Woolridge left The Fiduciary Group for Stifel, Nicolaus & Company, Incorporated (registered 2024-02-15)Feb 22, 2023 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address