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 Ridgegate Advisors, 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 |
|---|---|---|---|---|---|
| Christopher Glenn Rogers | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Sep 12, 2025 |
| David L. Swenson | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Sep 12, 2025 |
| George Wallace Smith | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Jul 28, 2025 |
| Ryan Phillip Csrnko | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Sep 12, 2025 |
| Coleman Anthony Benson | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Sep 12, 2025 |
| William Kendrick Sneckner | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Sep 12, 2025 |
| Alexander Staverosky | Ae Wealth Management, LLC BD affiliated | Ridgegate Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2025 | Sep 12, 2025 |
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7 moves match.