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 Tower Bridge Advisors

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
Thomas Gerald BlairDow Capital Management, LLC unclassifiedTower Bridge Advisors independent RIAOtherMay 15, 2026May 21, 2026
Shawn Michael GallagherSterling Capital Management LLC otherTower Bridge Advisors independent RIAOtherMay 31, 2024Jul 30, 2024 (60 d)
Michael Joseph AdamsBb&T Securities, LLC BD affiliatedTower Bridge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2020Nov 2, 2020
Christopher Murray CrooksMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTower Bridge Advisors independent RIAWirehouse to independent RIAMay 29, 2020Jun 26, 2020
Christopher Eugene GildeaPortview Partners, LLC unclassifiedTower Bridge Advisors independent RIAOtherApr 30, 2018Oct 25, 2019 (543 d)
Daniel Patrick RodanBb&T Securities, LLC BD affiliatedTower Bridge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2018Oct 3, 2019 (532 d)
James Todd VogtValley Forge Asset Management, LLC otherTower Bridge Advisors independent RIAOtherJan 27, 2016Oct 24, 2019 (1366 d)
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7 moves match.