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 Noblebridge Wealth

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
Nicola Ta WalterNoblebridge Wealth independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankMay 5, 2026May 29, 2026
Scott Dean PollackNoblebridge Wealth independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankFeb 22, 2024Feb 20, 2024
Angelo CirinelliNoblebridge Wealth independent RIAVisconti & Associates, A Financial Services LLC state registeredRIA to a state-registered adviserNov 14, 2023Feb 20, 2024 (98 d)
Jessica Alane SaundersNoblebridge Wealth independent RIAProsperitas Financial, LLC independent RIARIA to RIAAug 10, 2023Aug 29, 2023
Jaden Nicole TateNoblebridge Wealth independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJul 18, 2023May 21, 2024 (308 d)
Tyrone V RossNoblebridge Wealth independent RIAEaglebrook Advisors otherOtherJul 3, 2019Dec 4, 2019 (154 d)
Kurt MullerNoblebridge Wealth independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankMay 11, 2019May 16, 2019
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7 moves match.