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 Bridge The Gap Retirement Planners
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 |
|---|---|---|---|---|---|
| Andrew Thomas Gerhartz | Schwab Wealth Advisory, Inc. no RAUM | Bridge The Gap Retirement Planners state registered | Other | Jun 1, 2022 | Jul 12, 2022 (41 d) |
| Bryan Scott Curry | Charles Schwab & Co., Inc. national BD | Bridge The Gap Retirement Planners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 17, 2021 | Jul 12, 2022 (329 d) |
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2 moves match.