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 Newbridge 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Vincent Roy Barbera | Origin Investment Advisory LLC independent RIA | Newbridge Wealth Management independent RIA | RIA to RIA | Mar 8, 2023 | Apr 9, 2026 (1128 d) |
| Brian Merritt Boswell | MML Investors Services, LLC BD affiliated | Newbridge Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 8, 2022 | Mar 17, 2022 (37 d) |
| R. Christopher Wiegand | B&W unclassified | Newbridge Wealth Management independent RIA | Other | Nov 24, 2020 | Oct 30, 2013 |
| Vincent Roy Barbera | Tgs Financial Advisors other | Newbridge Wealth Management independent RIA | Other | Sep 30, 2013 | Oct 30, 2013 |
| Kurt Wayne Angstadt | Vanguard Advisers, Inc. other | Newbridge Wealth Management independent RIA | Other | Oct 31, 2011 | Oct 28, 2014 (1093 d) |
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5 moves match.