DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Bridge Financial Planning, 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 |
|---|---|---|---|---|---|
| Justin Hans Mccurdy | Hightower Advisors, LLC BD affiliated | Bridge Financial Planning, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2022 | Oct 27, 2022 (42 d) |
| Jennifer Bryson Harper | Suntrust Investment Services, Inc. other | Bridge Financial Planning, LLC independent RIA | Other | Aug 12, 2013 | Oct 27, 2022 (3363 d) |
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2 moves match.