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

Benjamin Thomas Newhouse

Diversify Wealth Management, LLCindependent RIASouth Jordan, Ut dual registrantIAPD 3105894

Personal Financial Specialist

Feed of 09/14/2026

Also filed as Ben Newhouse

At current firm

0 y

since Oct 1, 2025

In the industry

26 y

since Jan 19, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Diversify Wealth Management, LLC independent RIA current
since Oct 1, 2025 · South Jordan, Ut
Integrated Advisors Network LLC independent RIA
Aug 12, 2015 to Aug 21, 2026 · Springfield, Mo
First Allied Advisory Services, Inc. former
Jul 2, 2012 to Jul 16, 2015 · Pueblo, Co
First Allied Securities, Inc. former
May 26, 2010 to Jul 2, 2012 · San Diego, Ca
Osaic Wealth, Inc. BD affiliated
Nov 6, 2007 to May 26, 2010 · Springfield, Mo
Vineyard Asset Management, LLC unclassified
Nov 1, 2007 to Dec 18, 2009 · Springfield, Mo
MML Investors Services, LLC BD affiliated
May 12, 2004 to Nov 6, 2007 · Springfield, Mo
Osaic Wealth, Inc. BD affiliated
Sep 16, 2002 to May 11, 2004 · Springfield, Mo

Moves

a registration end followed by a registration begin elsewhere

Integrated Advisors Network LLC to Diversify Wealth Management, LLC
left Aug 21, 2026, registered Oct 1, 2025 (-324 days) · RIA to RIA · moved with a team
First Allied Advisory Services, Inc. to Integrated Advisors Network LLC
left Jul 16, 2015, registered Aug 12, 2015 (27 days) · Other
First Allied Securities, Inc. to First Allied Advisory Services, Inc.
left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
Osaic Wealth, Inc. to First Allied Securities, Inc.
left May 26, 2010, registered May 26, 2010 (0 days) · Other
Vineyard Asset Management, LLC to Osaic Wealth, Inc.
left Dec 18, 2009, registered Nov 6, 2007 (-773 days) · Other
MML Investors Services, LLC to Vineyard Asset Management, LLC
left Nov 6, 2007, registered Nov 1, 2007 (-5 days) · Other
Osaic Wealth, Inc. to MML Investors Services, LLC
left May 11, 2004, registered May 12, 2004 (1 days) · Other

Signals

Benjamin Thomas Newhouse left Integrated Advisors Network Llc for Diversify Wealth Management, Llc (registered 2025-10-01)
Aug 21, 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address