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.
Feed of 09/14/2026
At current firm
0 y
since Dec 2, 2025
In the industry
30 y
since Feb 9, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savvy independent RIA currentsince Dec 2, 2025 · Lehi, Ut
- Pillar Capital unclassifiedMay 4, 2010 to Mar 8, 2026 · Lehi, Ut
- Zacks Investment Management, Inc. mixed wealthJun 15, 2006 to Apr 1, 2010 · Chicago, Il
- Pillar Capital Advisors, LLC unclassifiedOct 1, 2004 to Dec 31, 2004 · Orem, Ut
- Pillar Capital Advisors, LLC unclassifiedOct 1, 2004 to Oct 31, 2005
- Pillar Capital Advisors, LLC unclassifiedJan 9, 2001 to Dec 31, 2003 · Orem, Ut
Moves
a registration end followed by a registration begin elsewhere
- Pillar Capital to Savvyleft Mar 8, 2026, registered Dec 2, 2025 (-96 days) · Other
- Zacks Investment Management, Inc. to Pillar Capitalleft Apr 1, 2010, registered May 4, 2010 (33 days) · Other
- Pillar Capital Advisors, LLC to Zacks Investment Management, Inc.left Oct 31, 2005, registered Jun 15, 2006 (227 days) · Other
Signals
- Michael Alan Johnson left Pillar Capital for Savvy (registered 2025-12-02)Mar 8, 2026 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address