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 Riskbridge Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Wayne Davis | Lion Street Advisors, LLC BD affiliated | Riskbridge Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Mar 17, 2025 |
| Nichole Renee Zahner | Lion Street Advisors, LLC BD affiliated | Riskbridge Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Mar 20, 2025 |
| Clay Alan Skurdal | Dominari Securities LLC independent RIA | Riskbridge Advisors, LLC no RAUM | RIA to a newly registered adviser | Feb 17, 2021 | Feb 11, 2021 |
| William Ross Kennedy | Dominari Securities LLC independent RIA | Riskbridge Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2020 | Jan 10, 2021 (374 d) |
| Craig David Pfeiffer | Morgan Stanley wirehouse | Riskbridge Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 14, 2011 | Feb 11, 2021 (3408 d) |
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5 moves match.