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 Ironbridge Private Wealth, 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.

AdvisorFromToTypeLeftRegistered
Douglas Michael ZulloEquitable Advisors, LLC national BDIronbridge Private Wealth, LLC otherOtherFeb 3, 2019Jan 23, 2019
William KeenanWells Fargo Advisors wirehouseIronbridge Private Wealth, LLC otherOtherJun 19, 2018Jul 11, 2018
James Mcknight DenholmWells Fargo Advisors wirehouseIronbridge Private Wealth, LLC otherOtherJun 22, 2017Nov 2, 2017 (133 d)
Gwen Marie HensonWells Fargo Advisors wirehouseIronbridge Private Wealth, LLC otherOtherJun 22, 2017Aug 30, 2017 (69 d)
Melissa Hatfield FlemingWells Fargo Advisors wirehouseIronbridge Private Wealth, LLC independent RIAWirehouse to independent RIAAug 10, 2010Jun 23, 2022 (4335 d)
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5 moves match.