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 Abridge Partners, 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 |
|---|---|---|---|---|---|
| Robert M Birgen | Abridge Partners, LLC independent RIA | Stanislawski & Harrison Wealth Management, LLC unclassified | Other | Jan 23, 2024 | Jan 16, 2008 |
| Michael Edward Roney | Abridge Partners, LLC independent RIA | Stanislawski & Harrison Wealth Management, LLC unclassified | Other | Jan 23, 2024 | Jan 13, 2015 |
| Patricia A Tisdale | Abridge Partners, LLC other | Pinkerton Wealth Partners other | Other | Apr 1, 2014 | Apr 1, 2014 |
| Eric J Stutzman | Abridge Partners, LLC other | Etesian Wealth Advisors, Inc. other | Other | Nov 1, 2012 | Jan 10, 2013 (70 d) |
| Patricia A Tisdale | Abridge Partners, LLC other | UBS Financial Services Inc. wirehouse | Other | Aug 19, 2009 | Feb 11, 2009 |
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5 moves match.