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 Brite Advisors USA, Inc.

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
Benjamin John HadleyBrite Advisors USA, Inc. independent RIASkybound Wealth USA independent RIARIA to RIADec 31, 2024May 28, 2024
Myles Edward Sydney DaviesBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIADec 31, 2024Aug 19, 2025 (231 d)
Jack Stanley LambBrite Advisors USA, Inc. independent RIASkybound Wealth USA independent RIARIA to RIAJul 9, 2024Jun 7, 2024
Matthew DohertyBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 10, 2024Apr 18, 2024
Zachary Douglas ZanghiBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 7, 2024Apr 19, 2024
Andrew Blaise AnelloBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 5, 2024Apr 26, 2024
Adrian Edward FlambardBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 5, 2024Apr 30, 2024
Matthew Thomas HunkeleBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 5, 2024Apr 18, 2024
Damien Patrick HanlyBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 4, 2024Apr 16, 2024
Gareth Huw JonesBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAApr 8, 2024Apr 3, 2026 (725 d)
Thomas Michael QuinnBrite Advisors USA, Inc. independent RIAPlan First Wealth LLC independent RIARIA to RIAJan 22, 2019Feb 11, 2019
Richard Christopher TaylorBrite Advisors USA, Inc. otherPlan First Wealth LLC independent RIAOtherJan 17, 2018Jan 26, 2018
Zachary Douglas ZanghiBrite Advisors USA, Inc. otherBrite Investments USA, LLC independent RIAOtherOct 3, 2017Nov 9, 2017 (37 d)
Bradley Philip Spencer HamiltonBrite Advisors USA, Inc. otherBlacktower Financial Management (US) LLC no RAUMOtherJun 22, 2017Dec 18, 2017 (179 d)
Fabrice MercierBrite Advisors USA, Inc. otherCross Border Wealth, LLC independent RIAOtherMay 19, 2017Dec 10, 2019 (935 d)
Adrian Edward FlambardBrite Advisors USA, Inc. otherBrite Investments USA, LLC independent RIAOtherMay 18, 2017Nov 22, 2017 (188 d)
Christopher ThorntonBrite Advisors USA, Inc. otherBlacktower Financial Management (US) LLC no RAUMOtherMay 1, 2017Dec 15, 2017 (228 d)
Lewis Jay RinghamBrite Advisors USA, Inc. otherBeacon Global Advisor Network, LLC no RAUMOtherMay 1, 2017Jul 11, 2017 (71 d)
Michael Andre JordanBrite Advisors USA, Inc. otherBeacon Global Advisor Network, LLC no RAUMOtherMay 1, 2017Jul 11, 2017 (71 d)
Zachary Morris EvansBrite Advisors USA, Inc. otherBlacktower Financial Management (US) LLC independent RIAOtherApr 26, 2017Apr 12, 2024 (2543 d)
Samim Oliveira SyedBrite Advisors USA, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 21, 2017May 15, 2018 (389 d)
Nathan Charles TarrBrite Advisors USA, Inc. otherBeacon Global Advisor Network, LLC no RAUMOtherMar 29, 2017Jul 11, 2017 (104 d)
Andoni YturraldeBrite Advisors USA, Inc. otherCross Border Wealth, LLC independent RIAOtherFeb 26, 2017Dec 10, 2019 (1017 d)
Eric DiandreaBrite Advisors USA, Inc. otherWealthunite Advisors, LLC independent RIAOtherJan 6, 2017Jan 5, 2017
Kumar Hemant PatelBrite Advisors USA, Inc. otherSkybound Wealth USA independent RIAOtherJan 3, 2017Jul 23, 2025 (3123 d)
Mark Anthony JamesBrite Advisors USA, Inc. otherAlexander Beard (USA) Inc. independent RIAOtherFeb 23, 2015Jan 8, 2019 (1415 d)
Shaabani A MunroBrite Advisors USA, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 24, 2013Jul 27, 2023 (3655 d)
Jeffrey G DarienBrite Advisors USA, Inc. otherCharles Schwab & Co., Inc. national BDOtherJan 8, 2013Jan 18, 2013
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28 moves match.