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 Long Bridge Capital 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 |
|---|---|---|---|---|---|
| James Marvin Simmons | Harmonic Investment Advisors state registered | Long Bridge Capital Management state registered | Other | Jun 7, 2022 | Jun 9, 2022 |
| Steven King Neff | Wealthmark, LLC independent RIA | Long Bridge Capital Management state registered | RIA to a state-registered adviser | Jul 12, 2021 | Jul 18, 2022 (371 d) |
| William Knox Lang | Morgan Stanley wirehouse | Long Bridge Capital Management state registered | Wirehouse to a state-registered adviser | Jun 25, 2020 | Aug 12, 2020 (48 d) |
| Jon Joseph Dawn | UBS Financial Services Inc. wirehouse | Long Bridge Capital Management state registered | Wirehouse to a state-registered adviser | Oct 4, 2019 | Nov 21, 2019 (48 d) |
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4 moves match.