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 Wellspring 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Edgar Bedritis | Wellspring Advisors, Inc. independent RIA | Oswego Wealth Management, Inc. unclassified | Other | Jul 21, 2020 | Dec 22, 2020 (154 d) |
| David Alan Riback | Wellspring Advisors, Inc. independent RIA | Oswego Wealth Management, Inc. unclassified | Other | Jun 30, 2020 | May 1, 2020 |
| Robert Edgar Bedritis | Wellspring Advisors, Inc. independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Apr 17, 2018 | Apr 17, 2018 |
| Eric Jonathan Runge | Wellspring Advisors, Inc. independent RIA | Financial Advocates Investment Management other | Other | Oct 4, 2017 | Oct 5, 2017 |
| David Alan Riback | Wellspring Advisors, Inc. independent RIA | Strategic Financial Partners, Ltd other | Other | Jun 21, 2013 | Apr 9, 2013 |
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5 moves match.