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 Tribridge Partners Financial 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 |
|---|---|---|---|---|---|
| David Michael Morris | MML Investors Services, LLC BD affiliated | Tribridge Partners Financial LLC no RAUM | Other | Jun 9, 2025 | May 17, 2024 |
| Brian Gregory Lizzi | MML Investors Services, LLC BD affiliated | Tribridge Partners Financial LLC no RAUM | Other | Jun 9, 2025 | May 17, 2024 |
| John C Morris | MML Investors Services, LLC BD affiliated | Tribridge Partners Financial LLC no RAUM | Other | Jun 9, 2025 | May 17, 2024 |
| Christopher Michael Schneider | MML Investors Services, LLC BD affiliated | Tribridge Partners Financial LLC no RAUM | Other | Jun 9, 2025 | May 17, 2024 |
| Michael James Mcgowen | Principal Securities, Inc. BD affiliated | Tribridge Partners Financial LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 15, 2024 | Oct 7, 2024 (84 d) |
| Jason Lee Ditto | MML Investors Services, LLC BD affiliated | Tribridge Partners Financial LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 14, 2024 | May 17, 2024 |
| Tacy R Paul | Truist Advisory Services, Inc. BD affiliated | Tribridge Partners Financial LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 10, 2023 | May 17, 2024 (220 d) |
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7 moves match.