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 Noblebridge Wealth
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 |
|---|---|---|---|---|---|
| Amos Warren | Wealth Enhancement Advisory Services, LLC BD affiliated | Noblebridge Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | Oct 9, 2025 (70 d) |
| Jaden Nicole Tate | MML Investors Services, LLC BD affiliated | Noblebridge Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2023 | Mar 8, 2023 |
| Jessica Alane Saunders | Abundant Wealth Strategies state registered | Noblebridge Wealth independent RIA | Other | Feb 24, 2023 | Mar 2, 2023 |
| Scott Dean Pollack | LPL Financial LLC independent RIA | Noblebridge Wealth independent RIA | RIA to RIA | Mar 15, 2022 | Feb 25, 2022 |
| Stuart Alan Rainer | Avenir Private Advisors, LLC independent RIA | Noblebridge Wealth independent RIA | RIA to RIA | Jan 17, 2020 | Dec 6, 2019 |
| Nicola Ta Walter | Skyrank unclassified | Noblebridge Wealth independent RIA | Other | Jun 10, 2019 | Jul 25, 2019 (45 d) |
| Kelly Lawrence | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Noblebridge Wealth independent RIA | Wirehouse to independent RIA | Nov 13, 2018 | Nov 9, 2018 |
| Tyrone V Ross | Hayden Royal independent RIA | Noblebridge Wealth independent RIA | RIA to RIA | Jul 10, 2018 | Jun 19, 2018 |
| Alvin Lartigue Castro | Hayden Royal independent RIA | Noblebridge Wealth independent RIA | RIA to RIA | Jul 10, 2018 | Sep 12, 2018 (64 d) |
| Kurt Muller | Citigroup Global Markets Inc. other | Noblebridge Wealth independent RIA | Other | Aug 14, 2015 | Jul 20, 2017 (706 d) |
| Corey Franco | Northwestern Mutual Investment Services,LLC other | Noblebridge Wealth independent RIA | Other | Mar 18, 2008 | Apr 16, 2008 |
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11 moves match.