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
Shane Eli Wolfe
Feed of 09/15/2026
Also filed as Shane Wolfe
At current firm
1 y
since Feb 19, 2025
In the industry
12 y
since Nov 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
- Arax Advisory Partners BD affiliated currentsince Feb 19, 2025 · Littleton, Co
- Traction Financial Partners independent RIAAug 3, 2021 to Feb 14, 2025 · Encampment, Wy
- Equitable Advisors, LLC national BDApr 25, 2016 to Aug 11, 2021 · Littleton, Co
Moves
a registration end followed by a registration begin elsewhere
- Traction Financial Partners to Arax Advisory Partnersleft Feb 14, 2025, registered Feb 19, 2025 (5 days) · RIA to RIA
- Equitable Advisors, LLC to Traction Financial Partnersleft Aug 11, 2021, registered Aug 3, 2021 (-8 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Shane Eli Wolfe left Traction Financial Partners for Arax Advisory Partners (registered 2025-02-19)Feb 14, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address