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
Isaac Alexander Boll
Certified Financial Planner
Feed of 09/15/2026
Also filed as Isaac A Boll
At current firm
2 y
since Sep 16, 2024
In the industry
11 y
since Apr 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cwm, LLC BD affiliated currentsince Sep 16, 2024 · Gilbert, Az
- Harbour Investments, Inc. independent RIAJun 16, 2023 to Jul 10, 2024 · Scottsdale, Az
- Vanguard Advisers, Inc. BD affiliatedJun 10, 2022 to Apr 4, 2023 · Scottsdale, Az
- Fas Wealth Partners, Inc. independent RIAMay 5, 2020 to May 5, 2022 · Leawood, Ks
Moves
a registration end followed by a registration begin elsewhere
- Harbour Investments, Inc. to Cwm, LLCleft Jul 10, 2024, registered Sep 16, 2024 (68 days) · RIA to affiliated broker-dealer or bank
- Vanguard Advisers, Inc. to Harbour Investments, Inc.left Apr 4, 2023, registered Jun 16, 2023 (73 days) · Affiliated broker-dealer or bank to independent RIA
- Fas Wealth Partners, Inc. to Vanguard Advisers, Inc.left May 5, 2022, registered Jun 10, 2022 (36 days) · RIA to affiliated broker-dealer or bank
Signals
- Isaac Alexander Boll left Harbour Investments, Inc. for Cwm, Llc (registered 2024-09-16)Jul 10, 2024 · Advisor changed firm · fact
- Isaac Alexander Boll left Vanguard Advisers, Inc. for Harbour Investments, Inc. (registered 2023-06-16)Apr 4, 2023 · Advisor changed firm · fact
- Isaac Alexander Boll left Fas Wealth Partners, Inc. for Vanguard Advisers, Inc. (registered 2022-06-10)May 5, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address