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 Bridgelight Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christy Ann Pater Schmitt | Bridgelight Capital LLC independent RIA | Fortitude Family Office independent RIA | RIA to RIA | Jul 31, 2024 | Aug 29, 2024 |
| Douglas Shattuck Miller | Bridgelight Capital LLC independent RIA | Lifetyme Financial Advisors, LLC state registered | RIA to a state-registered adviser | Sep 19, 2019 | Oct 11, 2019 |
| Ryan David Larson | Bridgelight Capital LLC other | Kalos Management other | Other | Aug 5, 2015 | Aug 21, 2015 |
Page 1 of 1
3 moves match.