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 Yorkbridge Wealth Partners, 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 |
|---|---|---|---|---|---|
| Leigh Thomas Moglia | Yorkbridge Wealth Partners, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2023 | Apr 28, 2023 |
| Andrew Lane Stern | Yorkbridge Wealth Partners, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Apr 21, 2023 | Apr 27, 2023 |
| Carrie Gallaway Maglia | Yorkbridge Wealth Partners, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Apr 21, 2023 | Apr 27, 2023 |
| Theodore Franklin Dickson | Yorkbridge Wealth Partners, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Apr 21, 2023 | Apr 27, 2023 |
| Daniela Sirabella | Yorkbridge Wealth Partners, LLC independent RIA | Neuberger Berman Bd LLC no RAUM | Other | Jul 11, 2022 | Jul 13, 2022 |
| Barbara Lee Doran | Yorkbridge Wealth Partners, LLC independent RIA | Spire Wealth Management, LLC independent RIA | RIA to RIA | Jul 2, 2018 | Jun 29, 2018 |
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6 moves match.