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 Tbg-Bedford 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 |
|---|---|---|---|---|---|
| Ingrid Miller | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2026 | Sep 13, 2026 |
| John Mark Willson | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2026 | May 1, 2026 |
| H Curtis Ittner | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2026 | May 1, 2026 |
| Julio Mendez | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2026 | May 4, 2026 |
| Kyle Hamilton Milfeld | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2026 | May 1, 2026 |
| Darren Eugene Pracht | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 18, 2026 | May 1, 2026 |
| Joshua David Wright | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 18, 2026 | May 1, 2026 |
| David Wilson Crow | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 18, 2026 | May 1, 2026 |
| Eric Dean Cunningham | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 18, 2026 | May 1, 2026 |
| Carsen Pracht | Ameriprise Financial Services, LLC national BD | Tbg-Bedford Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 8, 2026 | May 1, 2026 |
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10 moves match.