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 Bridges Investment Management Inc

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
Brett Dale CarsonNorthwestern Mutual Investment Services,LLC no RAUMBridges Investment Management Inc independent RIAOtherJan 27, 2026Feb 12, 2026
Christopher T DunhamMutual Of Omaha Investor Services, Inc. independent RIABridges Investment Management Inc independent RIARIA to RIAMay 6, 2025Dec 5, 2025 (213 d)
Brett Alan BeckerStifel, Nicolaus & Company, Incorporated national BDBridges Investment Management Inc independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2024Sep 5, 2024
Blake Allen GundersonAlliancebernstein L.P. asset managerBridges Investment Management Inc mixed wealthOtherJul 1, 2024Jul 5, 2024
Nickolaus Lee ShannonOsaic Wealth, Inc. BD affiliatedBridges Investment Management Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJun 4, 2024Jun 28, 2024
Ryan Gerald DeckerRaymond James Financial Services Advisors, Inc BD affiliatedBridges Investment Management Inc mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 22, 2024Mar 8, 2024
Jillian Elizabeth YloVanguard Advisers, Inc. BD affiliatedBridges Investment Management Inc mixed wealthAffiliated broker-dealer or bank to independent RIANov 10, 2022Nov 17, 2022
Brenda Leann AndersonWealthplan Partners independent RIABridges Investment Management Inc independent RIARIA to RIADec 21, 2021Aug 3, 2020
Brandon ReedHightower Advisors, LLC BD affiliatedBridges Investment Management Inc independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2021Aug 20, 2024 (1047 d)
Jack Joseph HolmesWealthplan Investment Management LLC no RAUMBridges Investment Management Inc mixed wealthOtherApr 23, 2021Apr 26, 2021
Shelby Lynn BrucknerEquitable Advisors, LLC national BDBridges Investment Management Inc independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2020Feb 11, 2021 (51 d)
Matthew Nathan EglsederRBC Capital Markets, LLC national BDBridges Investment Management Inc independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2020Jul 16, 2020 (148 d)
Nicholas Alan WilwerdingWestwood Wealth Management independent RIABridges Investment Management Inc otherOtherJan 22, 2018Feb 10, 2018
Megan Marie McmurryUBS Financial Services Inc. wirehouseBridges Investment Management Inc otherOtherSep 12, 2017Oct 26, 2017 (44 d)
Nancy K DodgeBridges Investment Counsel Inc otherBridges Investment Management Inc otherOtherAug 30, 2017Feb 11, 2000
Deborah Lee GrantBridges Investment Advisers otherBridges Investment Management Inc otherOtherDec 31, 2013Feb 11, 2000
Douglas Richard PlahnBridges Investment Advisers otherBridges Investment Management Inc otherOtherDec 31, 2013Feb 11, 2000
Michael Graham AppMccarthy Group Asset Management unclassifiedBridges Investment Management Inc mixed wealthOtherSep 27, 2004Feb 22, 2019 (5261 d)
Page 1 of 1
18 moves match.