Advisor moves

Arrivals at Knightsbridge Wealth Management

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
James Robert GarrisonFirst Foundation Advisors independent RIAKnightsbridge Wealth Management independent RIARIA to RIAJan 27, 2025Nov 3, 2025 (280 d)
Hailee Jean BrigmanUBS Financial Services Inc. wirehouseKnightsbridge Wealth Management independent RIAWirehouse to independent RIAApr 26, 2023Mar 4, 2024 (313 d)
Jeffrey ViethBuffalo Capital Corporation independent RIAKnightsbridge Wealth Management independent RIARIA to RIAJul 23, 2020Jul 27, 2020
Kurt Edward BeimfohrBuffalo Capital Corporation independent RIAKnightsbridge Wealth Management independent RIARIA to RIAJul 23, 2020Mar 25, 2022 (610 d)
Erica Camille BergerBuffalo Capital Corporation independent RIAKnightsbridge Wealth Management independent RIARIA to RIAJul 23, 2020Jul 29, 2020
John Gilbert PrichardCanterbury Consulting Incorporated otherKnightsbridge Wealth Management otherOtherOct 12, 2005Jun 16, 2005
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6 moves match.