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.

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Registered advisor

A•••• M• M••••

C••••••independent RIASt. Petersburg, FlIA-onlyIAPD 6305637

Certified Financial Planner

Feed of 09/14/2026

Also filed as Aaron Menachem Motai

At current firm

1 y

since Jun 19, 2025

In the industry

13 y

since Oct 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• independent RIA current
since Jun 19, 2025 · St. Petersburg, Fl
T• A••••••••• I••••••••• M••••••••• L•• former
Mar 22, 2022 to Sep 7, 2023 · Tampa, Fl
T• A••••••••• I••• former
Mar 10, 2022 to Oct 14, 2022 · Tampa, Fl
C•••••• S••••• • C••• I••• national BD
May 28, 2020 to Nov 20, 2023 · St. Petersburg, Fl
U••• I••••••••• S••••••• C•••••• no RAUM
Jul 10, 2019 to May 24, 2020 · Tampa, Fl
T• R••• P•••• A••••••• S•••••••• I••• BD affiliated
Nov 21, 2014 to Feb 22, 2018 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to T• A••••••••• I•••
left Nov 20, 2023, registered Mar 10, 2022 (-620 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to C••••••
left Sep 7, 2023, registered Jun 19, 2025 (651 days) · RIA to RIA
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 14, 2022, registered Mar 22, 2022 (-206 days) · corporate re-registration, not a move
U••• I••••••••• S••••••• C•••••• to C•••••• S••••• • C••• I•••
left May 24, 2020, registered May 28, 2020 (4 days) · corporate re-registration, not a move
T• R••• P•••• A••••••• S•••••••• I••• to U••• I••••••••• S••••••• C••••••
left Feb 22, 2018, registered Jul 10, 2019 (503 days) · RIA to affiliated broker-dealer or bank

Signals

A•••• M• M•••• left C•••••• S••••• • C••• I••• for T• A••••••••• I••• (registered 2022-03-10)
Nov 20, 2023 · Advisor changed firm · fact
A•••• M• M•••• left T• A••••••••• I••••••••• M••••••••• L•• for Corient (registered 2025-06-19)
Sep 7, 2023 · 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