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 Bridge Advisory 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.

AdvisorFromToTypeLeftRegistered
Nicholas Michael CollettaK2 Financial Inc. independent RIABridge Advisory LLC independent RIARIA to RIASep 28, 2023Oct 4, 2023
Jeffry V. NiedermeyerJ.P. Morgan Securities LLC wirehouseBridge Advisory LLC independent RIAWirehouse to independent RIAAug 10, 2023Oct 19, 2023 (70 d)
Debra Beth CurryYosemite Capital Management independent RIABridge Advisory LLC independent RIARIA to RIAJun 28, 2023Jun 27, 2023
Derek Alexander CampbellMorgan Stanley wirehouseBridge Advisory LLC independent RIAWirehouse to independent RIAFeb 28, 2022Mar 28, 2022
Thomas Harold SmithOakwood Capital Management LLC independent RIABridge Advisory LLC independent RIARIA to RIAOct 7, 2020Oct 15, 2020
Justin Michael DyerWaypoint Wealth Partners otherBridge Advisory LLC independent RIAOtherNov 2, 2016Apr 12, 2019 (891 d)
Richard Alexander LeuCreative Planning otherBridge Advisory LLC otherOtherApr 1, 2016Apr 5, 2016
Ronald GrimmF500 Advisory Services, Inc. otherBridge Advisory LLC otherOtherJul 16, 2015Jul 22, 2015
Suzan Michelle HallLabrum Wealth Management, LLC otherBridge Advisory LLC otherOtherDec 17, 2014Dec 3, 2015 (351 d)
Tammy Nguyen LeeF500 Advisory Services, Inc. otherBridge Advisory LLC otherOtherNov 14, 2014Jan 30, 2015 (77 d)
Christopher Francis ArotinPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherDec 31, 2013Jan 4, 2012
Maren CuykendallM Holdings Securities, Inc. otherBridge Advisory LLC otherOtherOct 28, 2013Oct 24, 2013
David Rickard PenniallPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherSep 5, 2013Oct 16, 2008
Brian Richard TinkerPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherSep 5, 2013Oct 21, 2008
Kevin Doane SheldahlPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherJun 17, 2013Oct 21, 2008
Ryan Byron McguireFinancial Advisors Network, Inc. otherBridge Advisory LLC otherOtherFeb 2, 2012Jan 27, 2012
Mattawe Philip ClementsWorld Equity Group, Inc. otherBridge Advisory LLC otherOtherOct 24, 2011Oct 21, 2011
Erik Daniel AverillMorgan Stanley wirehouseBridge Advisory LLC otherOtherAug 16, 2010Aug 24, 2010
Brandon Lee AverillMorgan Stanley wirehouseBridge Advisory LLC otherOtherAug 16, 2010Aug 24, 2010
Philip Victor BoucherWestern International Securities otherBridge Advisory LLC otherOtherMar 8, 2010Mar 8, 2010
Shannon Cheri MainNrp Advisors, Inc. unclassifiedBridge Advisory LLC otherOtherOct 13, 2009Aug 18, 2009
Craig Robert WatanabePenniall & Associates, Inc. unclassifiedBridge Advisory LLC otherOtherNov 20, 2008Oct 21, 2008
Jaime Gwenn HefnerPenniall & Associates, Inc. unclassifiedBridge Advisory LLC otherOtherNov 20, 2008Oct 21, 2008
Denis J BrummPenniall & Associates, Inc. unclassifiedBridge Advisory LLC otherOtherNov 20, 2008Oct 21, 2008
Thea Rae LewisPayden & Rygel otherBridge Advisory LLC otherOtherNov 3, 2005Aug 24, 2010 (1755 d)
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25 moves match.