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 Bridge Capital Consulting, 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 |
|---|---|---|---|---|---|
| Kevin Joseph Martin | Curve Capital LLC unclassified | Bridge Capital Consulting, LLC state registered | Other | Dec 13, 2023 | Dec 10, 2025 (728 d) |
| Gabriel Lewis Medina | United Planners' Financial Services Of America A Limited Partner independent RIA | Bridge Capital Consulting, LLC state registered | RIA to a state-registered adviser | Jul 15, 2021 | Jul 9, 2021 |
| Daniel Anthony Pichardo | Anfield Advisors, LLC other | Bridge Capital Consulting, LLC state registered | Other | Dec 28, 2015 | Jun 30, 2016 (185 d) |
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3 moves match.