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.

Registered advisor

Rick Marlon Hadrava

Uniting Wealth Partnersindependent RIAOklahoma City, Ok IA-onlyIAPD 2405743

Feed of 09/14/2026

Also filed as Rich Marlon Hadrava

At current firm

1 y

since Mar 31, 2025

In the industry

31 y

since Oct 20, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Uniting Wealth Partners independent RIA current
since Mar 31, 2025 · Denver, Co
Scissortail Wealth Management, LLC independent RIA
Jan 15, 2023 to Apr 1, 2025 · Oklahoma City, Ok
Scissortail Wealth Management, LLC independent RIA
Apr 5, 2022 to Dec 31, 2022 · Tulsa, Ok
Epic Wealth Management, LLC independent RIA
Jul 12, 2018 to Apr 4, 2022 · Oklahoma City, Ok
Raymond James & Associates, Inc. national BD
Mar 18, 2008 to Jul 17, 2018 · Tulsa, Ok
Banc Of America Investment Services, Inc. unclassified
Feb 28, 2003 to Mar 18, 2008 · Oklahoma City, Ok
Morgan Stanley Dw Inc. unclassified
Oct 21, 1994 to Mar 10, 2003 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

Scissortail Wealth Management, LLC to Uniting Wealth Partners
left Apr 1, 2025, registered Mar 31, 2025 (-1 days) · RIA to RIA
Epic Wealth Management, LLC to Scissortail Wealth Management, LLC
left Apr 4, 2022, registered Apr 5, 2022 (1 days) · RIA to RIA
Raymond James & Associates, Inc. to Epic Wealth Management, LLC
left Jul 17, 2018, registered Jul 12, 2018 (-5 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Banc Of America Investment Services, Inc. to Raymond James & Associates, Inc.
left Mar 18, 2008, registered Mar 18, 2008 (0 days) · Other
Morgan Stanley Dw Inc. to Banc Of America Investment Services, Inc.
left Mar 10, 2003, registered Feb 28, 2003 (-10 days) · Other

Signals

Rick Marlon Hadrava left Scissortail Wealth Management, Llc for Uniting Wealth Partners (registered 2025-03-31)
Apr 1, 2025 · Advisor changed firm · fact
Rick Marlon Hadrava left Epic Wealth Management, Llc for Scissortail Wealth Management, Llc (registered 2022-04-05)
Apr 4, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address