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

Arrivals at Blackridge Asset 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.

AdvisorFromToTypeLeftRegistered
John Joseph PennaPrivate Advisor Group, LLC independent RIABlackridge Asset Management, LLC otherOtherJun 5, 2018Jan 23, 2018
Anthony Scott DietrichBrookstone Wealth Advisors, LLC independent RIABlackridge Asset Management, LLC independent RIARIA to RIAMay 25, 2018May 1, 2018
Terrel Alan EisertStonex Advisors Inc. BD affiliatedBlackridge Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2018May 24, 2018
Omar Rasmi ShalabiSummit Financial Group Inc BD affiliatedBlackridge Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2018May 4, 2018
Kevin Bradford GeigerBrookstone Wealth Advisors, LLC independent RIABlackridge Asset Management, LLC independent RIARIA to RIAMar 12, 2018Mar 13, 2018
Kenneth Lowell CookSummit Financial Group Inc otherBlackridge Asset Management, LLC independent RIAOtherFeb 7, 2018Jan 31, 2018
Kenneth Michael SullivanKey Investment Services LLC otherBlackridge Asset Management, LLC otherOtherSep 5, 2017Oct 19, 2017 (44 d)
Mark Douglas ClairThe Retirement Guys Formula otherBlackridge Asset Management, LLC otherOtherAug 9, 2017May 30, 2017
Kathleen M DonnellyNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherMay 22, 2017Jun 2, 2017
Scott Alan TankerNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherMay 17, 2017Jun 8, 2017
Denny ArtacheSecurian Financial Services, Inc. otherBlackridge Asset Management, LLC otherOtherMay 9, 2017May 4, 2017
John Charles BlandCommonwealth Financial Network national BDBlackridge Asset Management, LLC otherOtherApr 26, 2017May 16, 2017
James Dale KraatzNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherMar 20, 2017Mar 21, 2017
Stacy Ann CalderNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherMar 20, 2017Mar 21, 2017
Dion Rey PadillaNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherFeb 27, 2017May 10, 2017 (72 d)
Nathan RamosNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherFeb 22, 2017Feb 23, 2017
Todd Thomas RohrerPruco Securities, LLC otherBlackridge Asset Management, LLC otherOtherNov 14, 2016Nov 21, 2016
Dennis Biagio PellegriniNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherAug 29, 2016Aug 30, 2016
Kenneth Wayne OlsonNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherAug 29, 2016Sep 26, 2016
Brian Lee BreisingerHazard & Siegel Advisory Services LLC otherBlackridge Asset Management, LLC otherOtherAug 4, 2016Jul 28, 2016
Shane William GalinoHazard & Siegel Advisory Services LLC otherBlackridge Asset Management, LLC otherOtherAug 4, 2016Aug 4, 2016
David Christopher MaloneNext Financial Group, Inc. otherBlackridge Asset Management, LLC otherOtherAug 2, 2016Aug 2, 2016
Denise J NostromNext Financial Group, Inc. otherBlackridge Asset Management, LLC no RAUMOtherDec 31, 2015Jan 5, 2016
Jeffrey Robert BoronNext Financial Group, Inc. otherBlackridge Asset Management, LLC no RAUMOtherNov 9, 2015Nov 19, 2015
Scott Edward WhittenNext Financial Group, Inc. otherBlackridge Asset Management, LLC independent RIAOtherOct 8, 2015Apr 16, 2019 (1286 d)
Gregory Louis SchorpDirected Services LLC otherBlackridge Asset Management, LLC BD affiliatedOtherDec 1, 2010Oct 11, 2023 (4697 d)
Bryan Keith KaarlsenHcw Asset Management, LLC unclassifiedBlackridge Asset Management, LLC otherOtherOct 16, 2009Sep 1, 2016 (2512 d)
Theodore Edward GreggisVoya Financial Partners, LLC otherBlackridge Asset Management, LLC independent RIAOtherDec 3, 2008Dec 3, 2019 (4017 d)
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88 moves match.