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 Three Bridge Wealth Advisors

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
Frederick John MolfinoThree Bridge Wealth Advisors independent RIAParallel Advisors, LLC independent RIARIA to RIAJun 8, 2022Sep 1, 2020
Frederick John MolfinoThree Bridge Wealth Advisors independent RIAHightower Advisors, LLC otherOtherDec 31, 2018Nov 17, 2010
Eric Thomas ThurberThree Bridge Wealth Advisors independent RIAHightower Advisors, LLC otherOtherDec 31, 2018Nov 17, 2010
Brett Barton SharkeyThree Bridge Wealth Advisors independent RIAHightower Advisors, LLC otherOtherDec 31, 2018Nov 17, 2010
Jonathan Hall PorterThree Bridge Wealth Advisors otherHightower Advisors, LLC otherOtherSep 30, 2011Nov 17, 2010
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5 moves match.