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 Bridgewater Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David George Shaw | Focus Partners Wealth, LLC independent RIA | Bridgewater Advisors Inc. independent RIA | RIA to RIA | Apr 24, 2025 | Jun 23, 2025 (60 d) |
| Bryan Lane Spigner | Kestra Advisory Services, LLC BD affiliated | Bridgewater Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2023 | Apr 5, 2023 |
| Ian T Harvey | Rockwood Wealth Management, LLC other | Bridgewater Advisors Inc. independent RIA | Other | Apr 20, 2015 | Aug 24, 2021 (2318 d) |
| Gabe Derek Bryan | Fca Corp other | Bridgewater Advisors Inc. independent RIA | Other | Nov 20, 2007 | Aug 25, 2021 (5027 d) |
Page 1 of 1
4 moves match.