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 Onyx Bridge Wealth Group 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
Matthew Eugene MccarterRegal Investment Advisors LLC BD affiliatedOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2026Jan 11, 2026
Tarun MehtaEaglestone Wealth Advisors, Inc. independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIADec 19, 2025Sep 22, 2025
Kevin C MoodyEaglestone Wealth Advisors, Inc. independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIADec 19, 2025Sep 18, 2025
Daniel James ReevesEaglestone Wealth Advisors, Inc. independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIADec 19, 2025Sep 17, 2025
Nancy Marie TolliFidelity Personal And Workplace Advisors BD affiliatedOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2025Jan 15, 2025
Allen Robert DurosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOnyx Bridge Wealth Group LLC independent RIAWirehouse to independent RIADec 23, 2024Nov 27, 2024
Raymond Christopher WilsonMML Investors Services, LLC BD affiliatedOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2024Dec 4, 2024
Evan Owen Michael EvansMML Investors Services, LLC BD affiliatedOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 15, 2024Nov 12, 2024
Terry C WebbAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2023Jan 23, 2024
Jay H FreebergJrf Asset Advisors, LLC. independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIANov 1, 2023Mar 15, 2023
Brandon H PlaceMorgan Stanley wirehouseOnyx Bridge Wealth Group LLC independent RIAWirehouse to independent RIAOct 24, 2023Oct 19, 2023
Marshall Holt GilmanForesight Wealth Management, LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIANov 7, 2022Oct 13, 2022
Nicholas Stephen SutroMorgan Stanley wirehouseOnyx Bridge Wealth Group LLC independent RIAWirehouse to independent RIASep 30, 2022Sep 2, 2022
Jeremy F SchlangerSagepoint Financial, Inc. BD affiliatedOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2022Sep 28, 2022
David Adam RinglerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOnyx Bridge Wealth Group LLC independent RIAWirehouse to independent RIAOct 4, 2021Oct 1, 2021
Richard Louis LeimgruberAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2021Sep 16, 2021
Paul Randall MaynorAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2021Mar 16, 2021
Carson James GroverHeritage Wealth Management, LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 26, 2021Jan 26, 2021
Jacob R LincolnElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 8, 2021Jan 8, 2021
David Nathan Robert MorganElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 8, 2021Jan 8, 2021
Raymond Patrick OconnellElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 6, 2021Jan 19, 2021
Stephanie Ann PocheElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 6, 2021Jan 1, 2025 (1456 d)
Anton James AndersonElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 6, 2021Jan 6, 2021
Sean Collin RhodesElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIADec 31, 2020Jan 14, 2021
Justin Duane MundtFbl Wealth Management, LLC no RAUMOnyx Bridge Wealth Group LLC independent RIAOtherDec 4, 2020Dec 1, 2020
Daniel James O'SheaAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2020Jul 22, 2021 (525 d)
Joseph Anthony MadioAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2020Jul 22, 2021 (525 d)
Jason Raymond SaveyAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2020Jul 22, 2021 (526 d)
Jared Michael CohenAmeriprise Financial Services, LLC national BDOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2020Jul 22, 2021 (526 d)
Cynthia-Elaine Leal SchlangerSagepoint Financial, Inc. BD affiliatedOnyx Bridge Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2020Feb 16, 2022 (776 d)
Alan Neal TocmanOppenheimer & Co. Inc. otherOnyx Bridge Wealth Group LLC independent RIAOtherDec 13, 2013Jul 22, 2021 (2778 d)
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31 moves match.