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 Bridges Investment Management Inc
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 |
|---|---|---|---|---|---|
| Joseph J Smrdel | Bridges Investment Management Inc mixed wealth | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | May 20, 2026 | Jul 31, 2026 (72 d) |
| Christopher T Dunham | Bridges Investment Management Inc independent RIA | Mutual Of Omaha Investor Services, Inc. independent RIA | RIA to RIA | Mar 23, 2026 | May 26, 2026 (64 d) |
| Brandon Reed | Bridges Investment Management Inc independent RIA | Forvis Mazars Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 9, 2025 | Jul 8, 2025 |
| Sarah Robak | Bridges Investment Management Inc mixed wealth | D.A. Davidson & Co. independent RIA | RIA to RIA | May 3, 2024 | Aug 20, 2025 (474 d) |
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4 moves match.