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 Wealthbridge Capital Management, 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 |
|---|---|---|---|---|---|
| Shawn Michael Arseneau | Wealthbridge Capital Management, LLC independent RIA | Arseneau Financial state registered | RIA to a state-registered adviser | Jul 12, 2023 | Jun 2, 2023 |
| Andrew J. Grant | Wealthbridge Capital Management, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Sep 3, 2021 | Aug 4, 2021 |
| Nicholas S Fisher | Wealthbridge Capital Management, LLC independent RIA | Hamilton Capital independent RIA | RIA to RIA | Jul 19, 2021 | Jul 23, 2021 |
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3 moves match.