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 Beacon Bridge Wealth Partners, 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 |
|---|---|---|---|---|---|
| Peter J Keenan | Apex Financial Advisors, Inc mixed wealth | Beacon Bridge Wealth Partners, LLC independent RIA | RIA to RIA | Dec 15, 2025 | Dec 15, 2025 |
| John David Jim | Ameriprise Financial Services, LLC national BD | Beacon Bridge Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 13, 2022 |
| Steven John Krzywicki | Ameriprise Financial Services, LLC national BD | Beacon Bridge Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 13, 2022 |
| James F Schmidt | Ameriprise Financial Services, LLC national BD | Beacon Bridge Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 13, 2022 |
| Christopher Chaves | Ameriprise Financial Services, LLC national BD | Beacon Bridge Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 12, 2022 | Sep 13, 2022 |
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5 moves match.