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 09/15/2026
Also filed as Tad Middle Sacheck
At current firm
0 y
since Jul 21, 2026
In the industry
15 y
since Sep 30, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Mariner BD affiliated currentsince Jul 21, 2026 · Palm City, Fl
- Atlantic Wealth Partners, LLC formerNov 27, 2018 to Jul 28, 2026 · North Palm Beach, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 10, 2017 to Nov 6, 2018 · North Palm Beach, Fl
- Motiv8 Investments LLC independent RIAApr 11, 2017 to Aug 2, 2017 · Port St Lucie, Fl
- Integrity Alliance, LLC BD affiliatedAug 14, 2013 to Apr 9, 2015 · Urbandale, Ia
- American Investment Services formerDec 2, 2010 to Sep 13, 2012 · Palm Harbor, Fl
Moves
a registration end followed by a registration begin elsewhere
- Atlantic Wealth Partners, LLC to Marinerleft Jul 28, 2026, registered Jul 21, 2026 (-7 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Raymond James Financial Services Advisors, Inc to Atlantic Wealth Partners, LLCleft Nov 6, 2018, registered Nov 27, 2018 (21 days) · Affiliated broker-dealer or bank to independent RIA
- Motiv8 Investments LLC to Raymond James Financial Services Advisors, Incleft Aug 2, 2017, registered Oct 10, 2017 (69 days) · Other
- Integrity Alliance, LLC to Motiv8 Investments LLCleft Apr 9, 2015, registered Apr 11, 2017 (733 days) · Other
- American Investment Services to Integrity Alliance, LLCleft Sep 13, 2012, registered Aug 14, 2013 (335 days) · Other
Signals
- Tad Michael Sacheck left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-21)Jul 28, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address