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
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 |
|---|---|---|---|---|---|
| Daniel William Worthington | Gwn Securities Inc. BD affiliated | Stonebridge Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2026 | Jun 25, 2026 |
| Marcus Nilsson | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 5, 2026 | Mar 4, 2026 |
| Julian Goodman | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 5, 2026 | Mar 4, 2026 |
| James Rodney White | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Charlotte Ann Sloan | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 3, 2026 |
| Roberta Lynn Bechtel | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 3, 2026 |
| Christopher Worthington | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Mitchell Louis Bortolotto | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Michael Joseph Worthington | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Kyle Singleton | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Michael Garrigan | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Nico Taylor Russo | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 4, 2026 | Mar 2, 2026 |
| Blair Lawton Martin | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2026 | Mar 2, 2026 |
| Nicholas Imbimbo | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2026 | Mar 2, 2026 |
| Kyle Bryan Daniels | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2026 | Mar 2, 2026 |
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15 moves match.