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 Abridge Partners, LLC
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 |
|---|---|---|---|---|---|
| Marissa Elizabeth Frizzell | Proteus, LLC asset manager | Abridge Partners, LLC independent RIA | Other | Jan 7, 2025 | Apr 22, 2025 (105 d) |
| Patricia A Tisdale | LPL Financial LLC other | Abridge Partners, LLC other | Other | Oct 9, 2014 | Nov 9, 2011 |
| Robert M Birgen | Ffr Advisory LLC other | Abridge Partners, LLC other | Other | Aug 26, 2010 | Oct 25, 2007 |
| Michael Anthony Flanagan | LPL Financial LLC other | Abridge Partners, LLC other | Other | Dec 12, 2009 | Dec 3, 2012 (1087 d) |
| Patricia A Tisdale | Ffr Advisory LLC other | Abridge Partners, LLC other | Other | Jan 30, 2008 | Oct 25, 2007 |
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5 moves match.