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 Bridgeworth Wealth Management

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
Richard B ConstantinePruco Securities, LLC BD affiliatedBridgeworth Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 26, 2023Feb 15, 2023
John Lawrence KalousekFirst Horizon Advisors, Inc mixed wealthBridgeworth Wealth Management independent RIARIA to RIAFeb 22, 2022Mar 10, 2022
Adam MungerTd Ameritrade, Inc. no RAUMBridgeworth Wealth Management independent RIAOtherJan 11, 2021Aug 17, 2021 (218 d)
Edward Franklin ThomasMML Investors Services, LLC BD affiliatedBridgeworth Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2020Sep 1, 2021 (365 d)
Ashley W FolkesMoors & Cabot, Inc BD affiliatedBridgeworth Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2020Aug 9, 2021 (559 d)
Susan R CopelandCahaba Wealth Management, Inc. independent RIABridgeworth Wealth Management independent RIARIA to RIAJan 21, 2020Jan 23, 2020
Taylor Hayes BrownSecurian Financial Services, Inc. otherBridgeworth Wealth Management independent RIAOtherMay 11, 2017Oct 10, 2019 (882 d)
Patti Boatwright BlackKinsight, LLC otherBridgeworth Wealth Management otherOtherJan 9, 2017Jan 14, 2017
Jonathan Eric MillicanKinsight, LLC otherBridgeworth Wealth Management otherOtherJan 9, 2017Jan 14, 2017
James Stephen GunterFleishel Financial Associates, Inc. otherBridgeworth Wealth Management otherOtherDec 23, 2016Jan 25, 2017 (33 d)
Laura Kitchens RhoadesLPL Financial LLC otherBridgeworth Wealth Management otherOtherMar 4, 2016Jan 14, 2017 (316 d)
Wade Alan WarrenConcourse Financial Group Advisors otherBridgeworth Wealth Management otherOtherMay 22, 2015Dec 4, 2015 (196 d)
Brian Troy HinsonOsaic Fa, Inc. otherBridgeworth Wealth Management otherOtherMay 11, 2015May 1, 2015
Stewart Daniel WhittOsaic Fa, Inc. otherBridgeworth Wealth Management otherOtherMay 11, 2015May 11, 2015
Jonathan Scott HornsbyOsaic Fa, Inc. otherBridgeworth Wealth Management otherOtherMay 11, 2015May 11, 2015
James Samuel FitchWaverly Advisors, LLC otherBridgeworth Wealth Management otherOtherFeb 9, 2015Feb 17, 2015
David Kent WardKinsight, LLC otherBridgeworth Wealth Management otherOtherMay 30, 2014Sep 18, 2017 (1207 d)
William O'Neal HocuttAmeritas Advisory Services otherBridgeworth Wealth Management otherOtherAug 23, 2013Aug 26, 2013
Laura Elizabeth HintonMML Investors Services, LLC otherBridgeworth Wealth Management otherOtherMay 3, 2013May 9, 2013
Delynn Moring ZellOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 20, 2012Aug 9, 2012
David Wayne HarrisOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 20, 2012Aug 9, 2012
Jeffrey Todd MccormackOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 20, 2012Aug 20, 2012
Stephen D IaconisOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 20, 2012Aug 20, 2012
Jennifer Wagner SneedOsaic Fa, Inc. otherBridgeworth Wealth Management otherOtherAug 17, 2012Aug 15, 2013 (363 d)
Charles Zachary IveyOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 17, 2012Aug 17, 2012
David Shelley LecompteAmeriprise Financial Services, LLC national BDBridgeworth Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 16, 2012Aug 16, 2012
Jeris Burns GastonAmeriprise Financial Services, LLC national BDBridgeworth Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 16, 2012Aug 16, 2012
Stanley Terrell FunchesOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 15, 2012Aug 17, 2012
David Marcus CurlesOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 13, 2012Aug 13, 2012
David Michael ClarkOsaic Fa, Inc. otherBridgeworth Wealth Management no RAUMOtherAug 10, 2012Aug 15, 2012
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30 moves match.