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 Rockbridge Investment Management, LLC
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 |
|---|---|---|---|---|---|
| Riley Lavancha | Rockbridge Investment Management, LLC independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 12, 2026 | Aug 7, 2026 (56 d) |
| Kevin Renzie Sullivan | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management independent RIA | RIA to RIA | Dec 2, 2025 | Dec 1, 2025 |
| Madelyn Rose Murray | Rockbridge Investment Management, LLC independent RIA | Womack Financial LLC independent RIA | RIA to RIA | Aug 12, 2025 | Mar 5, 2026 (205 d) |
| Edward John Barno | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management no RAUM | RIA to a newly registered adviser | May 26, 2022 | Apr 7, 2022 |
| Ethan David Gilbert | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management no RAUM | RIA to a newly registered adviser | May 26, 2022 | Apr 25, 2022 |
| Michael L. Antonacci | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management no RAUM | RIA to a newly registered adviser | May 26, 2022 | Apr 18, 2022 |
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6 moves match.