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 Coastal Bridge 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
Kristopher Alexander RoperCoastal Bridge Advisors independent RIASparta Wealth Partners independent RIARIA to RIAApr 28, 2025Jul 3, 2025 (66 d)
Emily Clare Ambrose CafassoCoastal Bridge Advisors independent RIACompass Wealth Management LLC independent RIARIA to RIAAug 18, 2023Oct 17, 2023 (60 d)
Olga Deperio FlorescaCoastal Bridge Advisors independent RIANeuberger Berman Bd LLC no RAUMOtherJan 18, 2022Jan 13, 2022
Henry HabgoodCoastal Bridge Advisors independent RIAWashburn Capital Management Inc. independent RIARIA to RIANov 10, 2021Jun 15, 2023 (582 d)
Christopher Nicholas SceusaCoastal Bridge Advisors independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankAug 26, 2021Dec 10, 2021 (106 d)
Sarah SimonCoastal Bridge Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAMar 31, 2020Mar 30, 2020
Uliana G. MichaelisCoastal Bridge Advisors independent RIAWealthspire Advisors independent RIARIA to RIAJul 27, 2018May 25, 2021 (1033 d)
Matthew H WuCoastal Bridge Advisors independent RIABrenton Point Wealth Advisors LLC independent RIARIA to RIAJun 25, 2018Nov 1, 2018 (129 d)
Christopher Laurence SwaineCoastal Bridge Advisors otherChecchi Capital Advisers, LLC independent RIAOtherMar 5, 2018Mar 30, 2018
Elizabeth Haley RockwellCoastal Bridge Advisors otherDominari Securities LLC otherOtherNov 20, 2014Dec 11, 2014
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10 moves match.