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 Bridgewater Wealth & Financial Management, 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
Stephen Bruce SchulerBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC otherOtherMar 5, 2018Feb 21, 2018
Karen Lapier BaerBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC otherOtherMar 5, 2018Feb 20, 2018
Nina Ramo MitchellBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC otherOtherMar 5, 2018Feb 20, 2018
Wayne Bruce ZussmanBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC otherOtherMar 5, 2018Feb 27, 2018
Shellie Kurek PetersBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC otherOtherMar 5, 2018Feb 27, 2018
Dawn Ellen DoeblerBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAMar 5, 2018Oct 10, 2024 (2411 d)
Answan Demond JohnsonBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAMar 5, 2018Oct 24, 2018 (233 d)
Megan Nicole KellyBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC otherOtherMar 5, 2018Feb 27, 2018
Christopher Patrick JohnsonBridgewater Wealth & Financial Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAMar 5, 2018Dec 4, 2023 (2100 d)
Kimberly Ann AllredBridgewater Wealth & Financial Management, LLC otherEl Capitan Advisors no RAUMOtherOct 25, 2017Feb 15, 2018 (113 d)
Jessica Lynne JarosikBridgewater Wealth & Financial Management, LLC otherFocus Wealth Management, Ltd. otherOtherNov 6, 2015Nov 10, 2015
David Jason OlsonBridgewater Wealth & Financial Management, LLC otherWorch Capital LLC state registeredOtherJul 25, 2013Jul 17, 2013
Matthew James MoreheadBridgewater Wealth & Financial Management, LLC otherGreenspring Advisors, LLC otherOtherMar 22, 2012Dec 10, 2013 (628 d)
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13 moves match.