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 Bridgeway 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 |
|---|---|---|---|---|---|
| Kevin Ross | Bridgeway Wealth Partners, LLC independent RIA | Cape Investment Advisory, Inc. independent RIA | RIA to RIA | Dec 31, 2023 | Oct 23, 2023 |
| Sean Patrick Clary | Bridgeway Wealth Partners, LLC independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2023 | Nov 20, 2023 |
| Shailesh Narottam Negandhi | Bridgeway Wealth Partners, LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2023 | Nov 15, 2024 (320 d) |
| Charles K Pouliot | Bridgeway Wealth Partners, LLC independent RIA | Wealth Effects independent RIA | RIA to RIA | Dec 31, 2023 | Oct 30, 2023 |
| Konstantinos Pagiazitis | Bridgeway Wealth Partners, LLC independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2023 | Nov 8, 2023 |
| Thomas M Murphy | Bridgeway Wealth Partners, LLC independent RIA | Empirikal Partners LLC state registered | RIA to a state-registered adviser | Dec 31, 2023 | Jan 1, 2026 (732 d) |
| Jason Adam Orlosky | Bridgeway Wealth Partners, LLC independent RIA | F3logic, LLC independent RIA | RIA to RIA | Nov 30, 2022 | Jan 4, 2023 (35 d) |
| Benjamin Jason Lubker | Bridgeway Wealth Partners, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 27, 2022 | Jan 17, 2023 (82 d) |
| Jesse Maltzman | Bridgeway Wealth Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2022 | Jul 14, 2022 |
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9 moves match.