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 Generations Wealth Management
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 Neil Smith | Forum Financial Management, LP independent RIA | Bridge Generations Wealth Management no RAUM | RIA to a newly registered adviser | Jan 31, 2025 | Jul 25, 2024 |
| Barbara Jean Ray | Forum Financial Management, LP independent RIA | Bridge Generations Wealth Management no RAUM | RIA to a newly registered adviser | Jan 31, 2025 | Jul 3, 2024 |
| Elisa Ray Schvaneveldt | Forum Financial Management, LP independent RIA | Bridge Generations Wealth Management no RAUM | RIA to a newly registered adviser | Jan 31, 2025 | Jul 3, 2024 |
| Michael Eugene Allende | Castle Wealth Management independent RIA | Bridge Generations Wealth Management independent RIA | RIA to RIA | Dec 6, 2024 | Feb 23, 2025 (79 d) |
Page 1 of 1
4 moves match.