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 North Ridge

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
Brian John LawrenceNorth Ridge independent RIASavant Wealth Management independent RIARIA to RIAJun 10, 2026Jun 10, 2026
Adam David CornwellNorth Ridge independent RIASavant Wealth Management independent RIARIA to RIAJun 9, 2026May 4, 2026
Michelle Pham TranNorth Ridge independent RIASavant Wealth Management independent RIARIA to RIAJun 9, 2026Jun 9, 2026
John David PritchettNorth Ridge independent RIAStrategic Financial Planning, Inc. independent RIARIA to RIAFeb 22, 2025Apr 20, 2025 (57 d)
Andrew Graham DarkinsNorth Ridge independent RIAVista Capital Partners, Inc. otherOtherAug 3, 2016Aug 26, 2016
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5 moves match.