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 Bridgeriver Advisors 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 |
|---|---|---|---|---|---|
| Edward Joseph Petersmarck | Bridgeriver Advisors LLC state registered | New Horizon Retirement Advisors state registered | Other | Mar 23, 2026 | Feb 11, 2026 |
| Krisstin Petersmarck | Bridgeriver Advisors LLC state registered | New Horizon Retirement Advisors state registered | Other | Nov 5, 2024 | Oct 18, 2024 |
| Ryan Michael Gauche | Bridgeriver Advisors LLC state registered | Foguth Wealth Management, LLC. independent RIA | Other | Jan 10, 2024 | Jan 6, 2026 (727 d) |
| Kevin Paul Bard | Bridgeriver Advisors LLC state registered | Creativeone Wealth, LLC independent RIA | Other | Feb 22, 2022 | Feb 6, 2020 |
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4 moves match.