DFX Intelligence
Advisor moves
Arrivals at Ridgecrest Wealth Partners, LLCWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher J Coble | Morgan Stanley wirehouse | Ridgecrest Wealth Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 17, 2021 | Feb 26, 2021 |
| Steven Kent Romjue | Morgan Stanley wirehouse | Ridgecrest Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Dec 7, 2020 | Oct 18, 2022 (680 d) |
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