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 Bradley Wealth 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 |
|---|---|---|---|---|---|
| Brandon Michael Scott | Bradley Wealth LLC independent RIA | 3roots Wealth Partners LLC no RAUM | RIA to a newly registered adviser | Oct 8, 2025 | Oct 1, 2025 |
| Alexander M Cohen | Bradley Wealth LLC independent RIA | 3roots Wealth Partners LLC no RAUM | RIA to a newly registered adviser | Oct 8, 2025 | Oct 1, 2025 |
| Jacob Tyler Hall | Bradley Wealth LLC independent RIA | 3roots Wealth Partners LLC no RAUM | RIA to a newly registered adviser | Oct 8, 2025 | Oct 1, 2025 |
| Makai Florante Elep | Bradley Wealth LLC independent RIA | Zega Investments, LLC independent RIA | RIA to RIA | Oct 8, 2025 | Oct 31, 2025 |
| Meryl Eileen Feys | Bradley Wealth LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Oct 8, 2025 | Nov 7, 2025 |
| Walter Harold Mego | Bradley Wealth LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 17, 2022 | Jun 6, 2022 (81 d) |
| Lisa Marie Murphy | Bradley Wealth LLC other | Alphacore Capital LLC independent RIA | Other | Sep 16, 2019 | Sep 25, 2019 |
| Douglas Alan Godfrey | Bradley Wealth LLC other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Jun 27, 2016 | Jun 22, 2016 |
| Michael Valentini | Bradley Wealth LLC other | J.P. Morgan Securities LLC wirehouse | Other | Apr 13, 2015 | Mar 31, 2023 (2909 d) |
| Rodney Alan Smith | Bradley Wealth LLC other | First Financial Equity Corporation other | Other | Nov 20, 2013 | Jun 11, 2013 |
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10 moves match.