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 Blackridge 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 |
|---|---|---|---|---|---|
| Richard A Fertig | Copley Financial Group, Inc. independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Apr 30, 2026 | Jun 23, 2026 (54 d) |
| Andrew Stephen Rodgers | Dempsey Lord Smith, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Jan 21, 2026 | May 26, 2026 (125 d) |
| Zachary Chapman Gerrells | Dempsey Lord Smith, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Jan 21, 2026 | May 26, 2026 (125 d) |
| Itziar Ramos | Gold Coast Securities, Inc. other | Blackridge Asset Management, LLC BD affiliated | Other | Dec 31, 2025 | Jun 3, 2024 |
| Timothy Michael Eckel | Dempsey Lord Smith, LLC independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2025 | Jan 7, 2026 (47 d) |
| Brittney A Broich | Edward Jones national BD | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2025 | Sep 16, 2025 |
| Janice Ann Webb Lavin | Next Financial Group, Inc. BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 5, 2025 |
| Christian Gabriel Taylor | Next Financial Group, Inc. BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Oct 27, 2025 (87 d) |
| Linda Michelle Sherman | Cheviot Value Management, LLC independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2025 | Jul 29, 2025 |
| Joy Prefer Cohen | Cheviot Value Management, LLC independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2025 | Jul 29, 2025 |
| James Gordon Durso | Cadaret Grant & Co Inc BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2025 | Aug 11, 2025 |
| Alexander Jackson Long | Silver Grove Advisory Services independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 8, 2025 | Apr 4, 2025 |
| Ellis Charles Regini | Regal Investment Advisors LLC BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2024 | Apr 21, 2026 (546 d) |
| Brian Joseph Dobisch | Concourse Financial Group Advisors BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2024 | Sep 6, 2024 |
| Oleg Katrikh | Gold Coast Securities, Inc. other | Blackridge Asset Management, LLC BD affiliated | Other | May 31, 2024 | Jun 3, 2024 |
| Patrick Steven Selway | Gold Coast Securities, Inc. other | Blackridge Asset Management, LLC BD affiliated | Other | May 31, 2024 | Jun 3, 2024 |
| Lisabeth Morgan Schiller | Gold Coast Securities, Inc. other | Blackridge Asset Management, LLC BD affiliated | Other | May 31, 2024 | Jan 1, 2025 (215 d) |
| Dennis P Oconnor | Cetera Advisors LLC BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2023 | Nov 27, 2023 |
| Terra Lynne Howard | Wells Fargo Advisors wirehouse | Blackridge Asset Management, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2023 | Aug 17, 2023 |
| Thomas Wayne Meissner | Vanderbilt Advisory Services BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2023 | Jul 7, 2023 |
| Trevor Cahill | Equitable Advisors, LLC national BD | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2023 | Jun 26, 2023 (104 d) |
| Gianna Mary Campo | Verity Asset Management independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2023 | Mar 6, 2023 (38 d) |
| David Jason Smith | LPL Financial LLC independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 19, 2023 | Feb 21, 2023 (33 d) |
| Ricardo Eduardo Harmsen | Cantella & Co., Inc. BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2022 | Nov 14, 2022 |
| Frank Giguere | Sagepoint Financial, Inc. BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2022 | Dec 8, 2022 (125 d) |
| Russell Owen | Edward Jones national BD | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2022 | Oct 30, 2023 (577 d) |
| Lisa Michelle Avenevoli | Steve Robbins, Inc. other | Blackridge Asset Management, LLC BD affiliated | Other | Oct 19, 2021 | Sep 27, 2021 |
| Charles Marc Wilner | Ameriprise Financial Services, LLC national BD | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2021 | Jan 28, 2022 (133 d) |
| Kevin Alan Snow | The Retirement Guys Formula independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Aug 11, 2021 | Sep 15, 2020 |
| Shannon Teresa Loughery | Scs Systems, Inc. other | Blackridge Asset Management, LLC BD affiliated | Other | Jul 27, 2021 | Jun 10, 2021 |
| Adam Smith | Securities America Advisors, Inc. BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2021 | May 10, 2021 |
| Kelly Joseph Bowling | On Investment Management Co BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2021 | Mar 8, 2021 |
| Gregory Lee Petrie | Northwestern Mutual Investment Services,LLC no RAUM | Blackridge Asset Management, LLC independent RIA | Other | Feb 26, 2021 | Mar 11, 2021 |
| Philip Gerard Ferraro | Securian Financial Services, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 25, 2021 | Jan 21, 2021 |
| Kevin Ray Chancellor | Edward Jones national BD | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2021 | Jan 1, 2025 (1450 d) |
| Joseph Anthony Grutta | Centaurus Financial, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2020 | Dec 7, 2020 |
| Joshua Jon Perkins | Brookstone Wealth Advisors, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Nov 11, 2020 | Nov 12, 2020 |
| Ruth Currie Ladas | Mutual Of Omaha Investor Services, Inc. no RAUM | Blackridge Asset Management, LLC independent RIA | Other | Jan 29, 2020 | May 21, 2020 (113 d) |
| Michael Richard Shaver | Citizens Securities, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2020 | Feb 18, 2020 (46 d) |
| William Lawrence Curry | Bfc Planning, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2019 | Jan 7, 2020 |
| Kyle Austin Knopp | B. Riley Wealth Advisors, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2019 | Jan 9, 2020 |
| Mark Andrew Rupolo | 1st Global Advisors Inc BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2019 | Oct 15, 2019 |
| Gehad Mohamed Youssef | Independent Solutions Wealth Management, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Sep 27, 2019 | Sep 19, 2019 |
| Dennis M Palmerini | Hornor, Townsend & Kent, LLC BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2019 | Dec 24, 2019 (89 d) |
| Jason Allen Stewart | Financial Investment Team ("Fit") independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Sep 10, 2019 | Jul 31, 2019 |
| Joseph Henry Lux | Brookstone Wealth Advisors, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Aug 22, 2019 | Aug 22, 2019 |
| William Allie Hurley | MML Investors Services, LLC BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2019 | Aug 29, 2019 |
| Michael Sean Primo | Gwn Securities Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2019 | Nov 26, 2019 (116 d) |
| Richard Marc Myer | Gwn Securities Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2019 | Nov 26, 2019 (116 d) |
| Peter Apostolos Kotos | LPL Financial LLC independent RIA | Blackridge Asset Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | Jan 7, 2025 (2017 d) |
| Jeanne L Hill | Park Avenue Securities LLC BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2019 | Sep 17, 2019 (95 d) |
| Michael Frederick Bien | Financial Investment Team ("Fit") independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Jun 3, 2019 | Jun 3, 2019 |
| Charles A Massie | Park Avenue Securities LLC BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2019 | Jun 26, 2019 (50 d) |
| Norman Stanley Batansky | Private Advisor Group, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Apr 10, 2019 | Feb 7, 2019 |
| Tonya Lee Cooper | Brookstone Wealth Advisors, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Apr 8, 2019 | Apr 10, 2019 |
| Cheryl Ann Ciaglia | Independent Solutions Wealth Management, LLC independent RIA | Blackridge Asset Management, LLC other | Other | Jan 7, 2019 | Nov 8, 2017 |
| Scot Brian Ahearn | Independent Solutions Wealth Management, LLC independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Dec 13, 2018 | Jan 7, 2019 |
| Ernesto Guadalupe Mendoza | Securities America Advisors, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2018 | Oct 4, 2018 |
| Conrad Metz | Esi Financial Advisors BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2018 | Sep 14, 2018 |
| Alec John Witkowski | Osaic Fs, Inc. BD affiliated | Blackridge Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2018 | Aug 12, 2018 |
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88 moves match.