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 Bridge Advisory 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.

AdvisorFromToTypeLeftRegistered
David Rickard PenniallBridge Advisory LLC independent RIAAwm Capital, LLC independent RIARIA to RIAOct 31, 2024May 26, 2017
Thomas Harold SmithBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 21, 2024
Debra Beth CurryBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 30, 2024
Vanessa Young BurnettBridge Advisory LLC independent RIAPension Architects Advisory Group, LLC otherOtherOct 31, 2024Jun 24, 2011
Devon Maxwell NickBridge Advisory LLC independent RIAAwm Capital, LLC independent RIARIA to RIAOct 31, 2024Jul 7, 2021
Courtney Lyn MccutchanBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 16, 2024
Derek Alexander CampbellBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 21, 2024
Nicholas Michael CollettaBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 25, 2024
Steven Delmon ClementBridge Advisory LLC independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAOct 31, 2024Nov 13, 2023
Conor Ryan TurleyBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 16, 2024
Jeffry V. NiedermeyerBridge Advisory LLC independent RIARvw Wealth LLC independent RIARIA to RIAJul 1, 2024Nov 15, 2024 (137 d)
Jaime Gwenn HefnerBridge Advisory LLC independent RIAPension Architects Advisory Group, LLC otherOtherDec 6, 2023Jun 24, 2011
Richard Alexander LeuBridge Advisory LLC independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIADec 1, 2023Aug 9, 2023
Justin Michael DyerBridge Advisory LLC independent RIARetirement Wellness Group institutionalOtherJun 15, 2022Apr 12, 2019
Mena R HannaBridge Advisory LLC independent RIAAwm Capital, LLC independent RIARIA to RIAJun 15, 2022Nov 8, 2024 (877 d)
Sarah Abigail BraceBridge Advisory LLC independent RIAPension Architects Advisory Group, LLC otherOtherSep 25, 2020Jun 24, 2011
Brian Richard TinkerBridge Advisory LLC independent RIAWealthshield Partners, LLC independent RIARIA to RIASep 25, 2020Sep 25, 2020
Joseph Cosmo LongoBridge Advisory LLC independent RIAJoseph C. Longo, Attorney At Law state registeredRIA to a state-registered adviserMar 10, 2020Apr 9, 2020
Tammy Nguyen LeeBridge Advisory LLC independent RIARetirement Wellness Group institutionalOtherDec 13, 2019Jul 10, 2019
Philip Victor BoucherBridge Advisory LLC independent RIAPvb Wealth Management, LLC state registeredRIA to a state-registered adviserMar 15, 2019Jan 28, 2019
Maren CuykendallBridge Advisory LLC independent RIARetirement Wellness Group no RAUMRIA to a newly registered adviserJul 5, 2018Jul 5, 2018
Denis J BrummBridge Advisory LLC otherBrumm Financial Services, LLC state registeredOtherMar 14, 2018Mar 30, 2018
Erik Daniel AverillBridge Advisory LLC otherAwm Capital, LLC independent RIAOtherJan 31, 2018May 23, 2017
Brandon Lee AverillBridge Advisory LLC otherAwm Capital, LLC independent RIAOtherJan 31, 2018May 26, 2017
Steven Ira LevinBridge Advisory LLC otherAmerican Financial Network Advisory Services, LLC independent RIAOtherDec 14, 2017Dec 14, 2017
Craig Robert WatanabeBridge Advisory LLC otherNrp Advisors, Inc. unclassifiedOtherAug 31, 2017Oct 28, 2008
Shannon Cheri MainBridge Advisory LLC otherPension Architects Advisory Group, LLC otherOtherJun 5, 2017Jun 24, 2011
Ronald GrimmBridge Advisory LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 23, 2017Mar 29, 2017
Suzan Michelle HallBridge Advisory LLC otherEmpower Advisory Group, LLC otherOtherFeb 8, 2016Feb 9, 2017 (367 d)
Ryan Byron McguireBridge Advisory LLC otherRgt Wealth Advisors otherOtherMar 28, 2014Mar 17, 2015 (354 d)
Mattawe Philip ClementsBridge Advisory LLC otherClements Investment Management otherOtherFeb 25, 2014Nov 19, 2013
Kevin Doane SheldahlBridge Advisory LLC otherAppian Way Financial independent RIAOtherDec 31, 2013Jan 1, 2026 (4384 d)
Carolyn Bethany HurleyBridge Advisory LLC otherRBC Capital Markets, LLC national BDOtherAug 20, 2013Aug 14, 2013
Christopher Francis ArotinBridge Advisory LLC otherPension Architects Advisory Group LLC otherOtherJan 25, 2013Apr 1, 2014 (431 d)
Thea Rae LewisBridge Advisory LLC otherPension Architects Advisory Group, LLC otherOtherMar 5, 2012Jun 22, 2011
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35 moves match.