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 Bridgelight Financial Advisors, 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.

AdvisorFromToTypeLeftRegistered
Aidan Christopher ReedBridgelight Financial Advisors, Inc independent RIACrestwood Advisors independent RIARIA to RIAJul 27, 2026May 27, 2026
Victor M Campos NunezBridgelight Financial Advisors, Inc independent RIALido independent RIARIA to RIAMay 28, 2024Jan 5, 2024
Mauriel Alejandro VegaBridgelight Financial Advisors, Inc independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 3, 2022Sep 21, 2021
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3 moves match.