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 Baldrige Asset Management
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 |
|---|---|---|---|---|---|
| Edwin Rockefeller Baldrige | Baldrige Asset Management independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jun 30, 2023 | Jul 3, 2023 |
| Michael Anthony Insogna | Baldrige Asset Management independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jun 30, 2023 | Jul 3, 2023 |
| Jeff W Lanscek | Baldrige Asset Management independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jan 18, 2022 | Jan 4, 2022 |
| Russell Wild | Baldrige Asset Management other | Global Portfolios, LLC state registered | Other | Dec 31, 2003 | Feb 12, 2010 (2235 d) |
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4 moves match.