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
Also filed as Zachary Steven Hope
At current firm
0 y
since Dec 11, 2025
In the industry
13 y
since Jan 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Indivisible Partners independent RIA currentsince Dec 11, 2025 · Clearwater, Fl
- Stifel, Nicolaus & Company, Incorporated national BDJun 6, 2019 to Dec 23, 2025 · Frisco, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 29, 2013 to Jun 7, 2019 · Shreveport, La
Moves
a registration end followed by a registration begin elsewhere
- Stifel, Nicolaus & Company, Incorporated to Indivisible Partnersleft Dec 23, 2025, registered Dec 11, 2025 (-12 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Stifel, Nicolaus & Company, Incorporatedleft Jun 7, 2019, registered Jun 6, 2019 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- Zachary S Hope left Stifel, Nicolaus & Company, Incorporated for Indivisible Partners (registered 2025-12-11)Dec 23, 2025 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address