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.
Julian Goodman
- Professional profile
- stonebridgefinancialgrp.com/julian-goodmanreportedstonebridgefinancialgrp.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.
- Stonebridge Financial Group independent RIA currentsince Mar 4, 2026 · San Rafael, Ca
- Equitable Advisors, LLC national BDApr 11, 2025 to Mar 5, 2026 · San Francisco, Ca
- Equitable Advisors, LLC to Stonebridge Financial Groupleft Mar 5, 2026, registered Mar 4, 2026 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Julian Goodman left Equitable Advisors, Llc for Stonebridge Financial Group (registered 2026-03-04)Mar 5, 2026 · Advisor changed firm · fact
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address