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 Stonebridge Financial Group, 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 |
|---|---|---|---|---|---|
| Nathan Randolph Bailey | Conrad Siegel Investment Advisors institutional | Stonebridge Financial Group, LLC independent RIA | Other | Jun 10, 2026 | Jun 3, 2026 |
| Isabel Catherine Gleason | Assuredpartners Investment Advisors mixed wealth | Stonebridge Financial Group, LLC independent RIA | RIA to RIA | May 18, 2026 | Jun 11, 2026 |
| Samantha Lynn Zimmerman | J. W. Cole Advisors, Inc. BD affiliated | Stonebridge Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jan 14, 2026 |
| Noah Christopher Leftridge | Collective Family Office, LLC independent RIA | Stonebridge Financial Group, LLC independent RIA | RIA to RIA | Sep 15, 2025 | Oct 14, 2025 |
| Jacob Barrett Frey | The Financial Advisory Group state registered | Stonebridge Financial Group, LLC independent RIA | Other | Feb 24, 2025 | Mar 10, 2025 |
| Kristopher Joseph Korzi | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 5, 2024 | Feb 5, 2024 |
| Todd Felix Bogda | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 4, 2024 |
| Jonathan Scott Freeman | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 1, 2024 |
| Brian Douglas Mccarver | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 1, 2024 |
| Shari Lee Dietz | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 4, 2024 |
| Bradley Joel Sanders | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 1, 2024 |
| Jeremy T Rivers | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 1, 2024 |
| Parker Maxwell Marsh | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 4, 2024 |
| Lonn Eric Lebo | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 1, 2024 |
| Sarah Lauren White | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2024 | Feb 4, 2024 |
| Jeffrey Ryan Kline | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Robert Benjamin Seiden | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Lindsay Griesemer | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Cody Gehman | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Daniel Scott Mcgarvey | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Charles Joseph Laporta | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Nicole Tyminski | Osaic Advisory Services, LLC BD affiliated | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
Page 1 of 1
22 moves match.