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 Sevenbridge Financial Group, 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 |
|---|---|---|---|---|---|
| Evan Michael Shiley | Cambridge Investment Research Advisors, Inc. BD affiliated | Sevenbridge Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2025 | Apr 22, 2025 |
| Christopher Alan Cassel | Rkl Private Wealth independent RIA | Sevenbridge Financial Group, LLC independent RIA | RIA to RIA | May 17, 2019 | Jun 6, 2019 |
| Charles Ronald Eberly | Wells Fargo Advisors wirehouse | Sevenbridge Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 3, 2015 | Aug 28, 2015 |
| Michael Charles Mcconahy | Wells Fargo Advisors wirehouse | Sevenbridge Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 3, 2015 | Aug 27, 2015 |
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4 moves match.