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 Bridgeworth Wealth Management

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 Troy HinsonBridgeworth Wealth Management no RAUMSavant Wealth Management independent RIAOtherMar 20, 2024Dec 4, 2023
Delynn Moring ZellBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
David Wayne HarrisBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
James Samuel FitchBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Patti Boatwright BlackBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Jeffrey Todd MccormackBridgeworth Wealth Management independent RIALPL Financial LLC otherOtherMar 19, 2024Sep 27, 2012
Jennifer Wagner SneedBridgeworth Wealth Management independent RIALPL Financial LLC otherOtherMar 19, 2024Sep 26, 2013
Charles Zachary IveyBridgeworth Wealth Management independent RIALPL Financial LLC otherOtherMar 19, 2024Oct 12, 2017
Wade Alan WarrenBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
William O'Neal HocuttBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
David Shelley LecompteBridgeworth Wealth Management independent RIALPL Financial LLC otherOtherMar 19, 2024Sep 11, 2012
Jonathan Eric MillicanBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Laura Kitchens RhoadesBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
Jeris Burns GastonBridgeworth Wealth Management independent RIALPL Financial LLC otherOtherMar 19, 2024Sep 11, 2012
David Marcus CurlesBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Adam MungerBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Stewart Daniel WhittBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
James Stephen GunterBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
David Kent WardBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Taylor Hayes BrownBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Edward Franklin ThomasBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Tara Henderson IngramBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
Andrew David D'AmicoBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
John Lawrence KalousekBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Marly King GreenBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Jan 10, 2024
William Jay WetzlerBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAJan 8, 2024Jan 8, 2024
Crystal Lee BowlesBridgeworth Wealth Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 6, 2023Mar 11, 2024 (96 d)
Richard B ConstantineBridgeworth Wealth Management independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 28, 2023Dec 22, 2023
Jennifer Elizabeth JesupBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAOct 3, 2023Feb 20, 2024 (140 d)
Susan R CopelandBridgeworth Wealth Management independent RIAAvantax Planning Partners, Inc. independent RIARIA to RIAJan 16, 2023Mar 13, 2023 (56 d)
Ashley W FolkesBridgeworth Wealth Management independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2022Nov 29, 2022 (120 d)
Jonathan Scott HornsbyBridgeworth Wealth Management independent RIAOak Tree Financial Services, LLC independent RIARIA to RIAMay 7, 2019May 2, 2019
David Michael ClarkBridgeworth Wealth Management independent RIADmc Wealth Management, LLC state registeredRIA to a state-registered adviserMar 8, 2019Mar 8, 2019
Laura Elizabeth HintonBridgeworth Wealth Management independent RIARfg Advisory, LLC independent RIARIA to RIAFeb 27, 2019Jun 9, 2021 (833 d)
Stanley Terrell FunchesBridgeworth Wealth Management otherLevel Four Advisory Services otherOtherMar 1, 2017Mar 2, 2017
Stephen D IaconisBridgeworth Wealth Management otherLevel Four Advisory Services otherOtherJan 7, 2016Jan 7, 2016
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36 moves match.