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 Shadowridge Asset Management, 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 |
|---|---|---|---|---|---|
| Chad Michael Karnes | Ironbridge Private Wealth, LLC independent RIA | Shadowridge Asset Management, LLC independent RIA | RIA to RIA | Jul 27, 2022 | Jun 11, 2025 (1050 d) |
| Ralph Philip Lebkuecher | Capital Analysts BD affiliated | Shadowridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2019 | Jan 28, 2019 |
| Laura F Redfern | Lincoln Investment other | Shadowridge Asset Management, LLC independent RIA | Other | Aug 13, 2013 | Aug 15, 2013 |
| Ryan Charles Redfern | Lincoln Investment other | Shadowridge Asset Management, LLC independent RIA | Other | May 3, 2012 | May 4, 2012 |
| William Thomas Hepburn | Thrifty Money Management, Inc. unclassified | Shadowridge Asset Management, LLC independent RIA | Other | Jul 30, 2008 | Oct 15, 2020 (4460 d) |
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5 moves match.