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.
Advisor moves
Departures from Oakbridge Partners, Ltd.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jennifer Irene Storey | Oakbridge Partners, Ltd. independent RIA | Antares Wealth no RAUM | Other | Jun 7, 2022 | Feb 4, 2020 |
| William Joseph Cohen | Oakbridge Partners, Ltd. independent RIA | Antares Wealth no RAUM | Other | Jun 7, 2022 | Feb 4, 2020 |
| Charles Brandon Downs | Oakbridge Partners, Ltd. independent RIA | Antares Wealth no RAUM | Other | Jun 7, 2022 | Feb 4, 2020 |
| Sean Patrick Lennox | Oakbridge Partners, Ltd. independent RIA | Antares Wealth no RAUM | Other | Jun 7, 2022 | Jan 16, 2020 |
| Cara Powell Marinovich | Oakbridge Partners, Ltd. independent RIA | Marietta Wealth Management, LLC independent RIA | RIA to RIA | Oct 25, 2018 | Mar 13, 2019 (139 d) |
| Matthew Jeffery Hudgins | Oakbridge Partners, Ltd. other | Mosaic Wealth Management, L.L.C. other | Other | Jan 4, 2007 | Aug 27, 2010 (1331 d) |
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6 moves match.