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 Brightside Partners
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 |
|---|---|---|---|---|---|
| Lauren Poe Watson | Cresset Asset Management, LLC independent RIA | Brightside Partners independent RIA | RIA to RIA | Feb 22, 2022 | Mar 7, 2022 |
| Justin C. Bakewell | J.P. Morgan Securities LLC wirehouse | Brightside Partners independent RIA | Wirehouse to independent RIA | Jul 30, 2020 | Nov 19, 2020 (112 d) |
| Pace Roy Kessenich | Wms Partners, LLC independent RIA | Brightside Partners no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Nov 12, 2019 |
| Abigail Caso Holmes | Wms Partners, LLC independent RIA | Brightside Partners no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Nov 12, 2019 |
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4 moves match.