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 Riverbridge
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 |
|---|---|---|---|---|---|
| Jason Ahlgren | Riverbridge independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2026 | Sep 14, 2026 |
| Tyler S Morrison | Riverbridge mixed wealth | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 9, 2024 | Nov 4, 2024 (179 d) |
| Cassidy Mccrea Burns | Riverbridge mixed wealth | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | May 7, 2018 | Apr 30, 2018 |
| William Price Williamson Hancock | Riverbridge other | Charles Schwab & Co., Inc. national BD | Other | Oct 6, 2016 | Apr 4, 2017 (180 d) |
Page 1 of 1
4 moves match.