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 Yorkbridge Wealth Partners, 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 |
|---|---|---|---|---|---|
| Barbara Lee Doran | Lebenthal Asset Management, LLC other | Yorkbridge Wealth Partners, LLC other | Other | Oct 6, 2016 | Jan 20, 2017 (106 d) |
| Andrew Lane Stern | Lebenthal Wealth Advisors, LLC other | Yorkbridge Wealth Partners, LLC independent RIA | Other | Oct 6, 2016 | Mar 10, 2020 (1251 d) |
| Carrie Gallaway Maglia | Lebenthal Wealth Advisors, LLC other | Yorkbridge Wealth Partners, LLC no RAUM | Other | Oct 6, 2016 | Jul 25, 2016 |
| Leigh Thomas Moglia | Lebenthal Wealth Advisors, LLC other | Yorkbridge Wealth Partners, LLC other | Other | Oct 6, 2016 | Jan 17, 2017 (103 d) |
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4 moves match.