DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Bridgemark 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Winter Andrew Troxel | Bridgemark Wealth Management independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Dec 10, 2024 | Dec 1, 2024 |
| Connor Nicholas Stanley | Bridgemark Wealth Management independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Dec 10, 2024 | Nov 1, 2024 |
| Rebeka Lynn King | Bridgemark Wealth Management independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Dec 10, 2024 | Dec 5, 2024 |
| Anatoliy Lutsik | Bridgemark Wealth Management independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 6, 2022 | Sep 29, 2022 (115 d) |
| Schimri Yoyo | Bridgemark Wealth Management independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2020 | Sep 25, 2020 (94 d) |
| Brian Bourdon | Bridgemark Wealth Management independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2018 | Apr 23, 2019 (139 d) |
| Brian Alexander Abatemarco | Bridgemark Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 16, 2018 | Jan 15, 2019 (91 d) |
| Jonathan Twito Rayle | Bridgemark Wealth Management independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Sep 10, 2018 | Apr 1, 2019 (203 d) |
| Patrick John Volk | Bridgemark Wealth Management independent RIA | Fountainhead Fiduciary, LLC state registered | RIA to a state-registered adviser | Jul 13, 2018 | Apr 27, 2020 (654 d) |
| Michael Brendan Feeley | Bridgemark Wealth Management independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 30, 2017 | Dec 13, 2017 (105 d) |
Page 1 of 1
10 moves match.