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 Charlesbridge Advisors
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 |
|---|---|---|---|---|---|
| Robert Thomas Boon | Osaic Institutions, Inc. BD affiliated | Charlesbridge Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 22, 2025 | May 19, 2026 (362 d) |
| John Joseph Muse | Minot Wealth Management LLC independent RIA | Charlesbridge Advisors no RAUM | RIA to a newly registered adviser | Sep 27, 2022 | Jun 9, 2026 (1351 d) |
Page 1 of 1
2 moves match.