DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Bridgemark Wealth Management
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 |
|---|---|---|---|---|---|
| Anatoliy Lutsik | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bridgemark Wealth Management independent RIA | Wirehouse to independent RIA | Dec 23, 2021 | Dec 16, 2021 |
| Schimri Yoyo | Securian Financial Services, Inc. BD affiliated | Bridgemark Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2019 | Dec 16, 2019 |
| Brian Alexander Abatemarco | Seia independent RIA | Bridgemark Wealth Management independent RIA | RIA to RIA | Aug 31, 2018 | Sep 10, 2018 |
| Brian Bourdon | Scottrade Investment Management BD affiliated | Bridgemark Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2018 | Sep 10, 2018 (187 d) |
| Patrick John Volk | Wealthy & Wise Family Office state registered | Bridgemark Wealth Management independent RIA | Other | Jan 16, 2018 | Jan 3, 2018 |
| Michael Brendan Feeley | Brookstone Wealth Advisors, LLC other | Bridgemark Wealth Management independent RIA | Other | Jul 14, 2017 | Jun 15, 2017 |
| Winter Andrew Troxel | H. Beck, Inc. other | Bridgemark Wealth Management independent RIA | Other | Nov 12, 2009 | Jun 22, 2017 (2779 d) |
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7 moves match.