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 Stonebridge Financial Group
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 |
|---|---|---|---|---|---|
| Michael Patrick Mcgovern | LPL Financial LLC independent RIA | Stonebridge Financial Group institutional | Other | Aug 17, 2022 | Jul 12, 2022 |
| Bradford James Pinter | Advisory Alpha, LLC other | Stonebridge Financial Group other | Other | Mar 3, 2014 | Jan 1, 2013 |
| Kyle Harris Campbell-Breidenfield | Advisory Alpha, LLC other | Stonebridge Financial Group other | Other | Jan 3, 2013 | Jan 31, 2013 |
Page 1 of 1
3 moves match.