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 Westbourne Investment 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 |
|---|---|---|---|---|---|
| Anthony Stuart Clark | Innovation Capital Management LLC unclassified | Westbourne Investment Advisors Inc. independent RIA | Other | Oct 1, 2025 | Jul 1, 2025 |
| Jonathan S. Levin | Levin Investment Advisors LLC unclassified | Westbourne Investment Advisors Inc. independent RIA | Other | Dec 31, 2021 | Nov 1, 2021 |
| Bruce Steven Kromminga | Bay Bridge Capital Management, LLC unclassified | Westbourne Investment Advisors Inc. other | Other | Dec 31, 2019 | Jan 6, 2016 |
| Scot Edward Labin | Bay Bridge Capital Management, LLC unclassified | Westbourne Investment Advisors Inc. independent RIA | Other | Dec 31, 2019 | Nov 30, 2020 (335 d) |
| Joseph Christopher Wilkinson | Mullaney Trust unclassified | Westbourne Investment Advisors Inc. independent RIA | Other | Mar 24, 2014 | Jun 22, 2023 (3377 d) |
| David Hammond Cunningham | Cunningham Capital Management, LLC unclassified | Westbourne Investment Advisors Inc. independent RIA | Other | Feb 5, 2013 | Sep 19, 2023 (3878 d) |
Page 1 of 1
6 moves match.