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Monday, September 21, 2026The Morning Brief →Sign in
ria

BridgePort Financial Solutions

PHOENIX, AZ
CRD: 325485
In PWD coverage since September 9, 2026 · 3 stories
$1BRegulatory AUMSEC Form ADV · Sep 18
9EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 11Sep 18
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Tina Decker
Sep 8 · exec change
Arrivals
Tina Decker
Sep 11 · from Osaic
Departures
None tracked.
PWD coverage
The Close

RIA M&A's scarce input is now the post-close operator

Beacon Pointe, SignatureFD, BridgePort and 1834 all hired for the half of the deal that starts after the wire clears.
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