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 Bridgelight Financial 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 |
|---|---|---|---|---|---|
| Brenda Emily Ghossaini | Osaic Institutions, Inc. BD affiliated | Bridgelight Financial Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2026 | Aug 4, 2026 (132 d) |
| James Chad Watt | Valic Financial Advisors, Inc. BD affiliated | Bridgelight Financial Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2024 | Jul 30, 2026 (587 d) |
| Tyler Joseph D'Amore | Trinitypoint Wealth, LLC independent RIA | Bridgelight Financial Advisors, Inc independent RIA | RIA to RIA | Feb 20, 2024 | May 29, 2024 (99 d) |
| Mauriel Alejandro Vega | Symmetry Partners other | Bridgelight Financial Advisors, Inc independent RIA | Other | May 29, 2015 | Sep 16, 2015 (110 d) |
| William Thomas Leavitt | Osaic Fs, Inc. other | Bridgelight Financial Advisors, Inc independent RIA | Other | Apr 6, 2006 | Mar 23, 2006 |
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5 moves match.