DFX Intelligence
Advisor moves
Arrivals at Bridgeview Capital Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Ashley Caitlin Hamman | Charles Schwab & Co., Inc. national BD | Bridgeview Capital Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2025 | Dec 8, 2025 |
| David Noble Waldrop | Collins, James W. unclassified | Bridgeview Capital Advisors, Inc. independent RIA | Other | Jul 30, 2006 | Aug 8, 2006 |
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2 moves match.