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 Ty Marchant
At current firm
1 y
since Jul 16, 2025
In the industry
14 y
since Jul 31, 2012 (earliest exam, job or registration)
Prior registered firms
4
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
- Corient independent RIA currentsince Jul 16, 2025 · Salt Lake City, Ut
- LPL Financial LLC BD affiliatedJun 30, 2017 to Feb 21, 2024 · Salt Lake City, Ut
- Zions Capital Advisors, Inc. institutionalMar 23, 2015 to Jul 5, 2017 · Salt Lake City, Ut
- Zions Capital Advisors, Inc. institutionalJun 5, 2013 to Nov 10, 2014 · Salt Lake City, Ut
- Securian Financial Services, Inc. formerAug 13, 2012 to Oct 15, 2012 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Corientleft Feb 21, 2024, registered Jul 16, 2025 (511 days) · Affiliated broker-dealer or bank to independent RIA
- Zions Capital Advisors, Inc. to LPL Financial LLCleft Jul 5, 2017, registered Jun 30, 2017 (-5 days) · Other
- Securian Financial Services, Inc. to Zions Capital Advisors, Inc.left Oct 15, 2012, registered Jun 5, 2013 (233 days) · Other
Signals
- Tyrell Blake Marchant left Lpl Financial Llc for Corient (registered 2025-07-16)Feb 21, 2024 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address