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
Aaron Paul Karas
Certified Financial Planner
Feed of 09/14/2026
At current firm
8 y
since Apr 27, 2018
In the industry
18 y
since May 12, 2008 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Insight Wealth Strategies, LLC independent RIA currentsince Apr 27, 2018 · San Ramon, Ca
- Osaic Fa, Inc. formerSep 30, 2015 to May 9, 2018 · Houston, Tx
- Wells Fargo Advisors wirehouseMar 18, 2013 to Sep 28, 2015 · Houston, Tx
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Feb 21, 2013 · Houston, Tx
- Chase Investment Services Corp. formerOct 16, 2009 to Oct 1, 2012 · Houston, Tx
- Equitable Advisors, LLC national BDOct 31, 2008 to Apr 17, 2009 · The Woodlands, Tx
Moves
a registration end followed by a registration begin elsewhere
- Osaic Fa, Inc. to Insight Wealth Strategies, LLCleft May 9, 2018, registered Apr 27, 2018 (-12 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Wells Fargo Advisors to Osaic Fa, Inc.left Sep 28, 2015, registered Sep 30, 2015 (2 days) · Other
- J.P. Morgan Securities LLC to Wells Fargo Advisorsleft Feb 21, 2013, registered Mar 18, 2013 (25 days) · Wirehouse to wirehouse
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Equitable Advisors, LLC to Chase Investment Services Corp.left Apr 17, 2009, registered Oct 16, 2009 (182 days) · Other
Signals
No dated event on this person.
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address