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 Tenbridge 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 |
|---|---|---|---|---|---|
| Erik Fw Lawrence | Kms Financial Services, Inc other | Tenbridge Partners LLC independent RIA | Other | Dec 31, 2016 | Nov 18, 2024 (2879 d) |
| Mark Philip Currier | UBS Financial Services Inc. wirehouse | Tenbridge Partners LLC independent RIA | Wirehouse to independent RIA | Jan 28, 2013 | Jan 18, 2013 |
| Scott Charles Thurman | Edward Jones national BD | Tenbridge Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2012 | Nov 5, 2012 |
| Philip Joel Richman | Wells Fargo Advisors wirehouse | Tenbridge Partners LLC independent RIA | Wirehouse to independent RIA | Apr 24, 2012 | Apr 23, 2012 |
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4 moves match.