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

Alvin Isiah Knox

Warren Street Wealth Advisors, LLCindependent RIAIrvine, CaIA-onlyIAPD 6778023

Feed of 09/14/2026

Also filed as Isiah Knox

At current firm

0 y

since May 26, 2026

In the industry

18 y

since Jan 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Warren Street Wealth Advisors, LLC independent RIA current
since May 26, 2026 · Irvine, Ca
LPL Enterprise, LLC BD affiliated
Jun 18, 2025 to Apr 15, 2026 · Indianapolis, In
Strategic Advisers LLC national BD
Mar 31, 2025 to Jun 6, 2025 · Indianapolis, In
Fidelity Personal And Workplace Advisors former
Apr 21, 2023 to Mar 31, 2025 · Indianapolis, In
Ameriprise Financial Services, LLC national BD
Jul 22, 2019 to May 17, 2021 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

LPL Enterprise, LLC to Warren Street Wealth Advisors, LLC
left Apr 15, 2026, registered May 26, 2026 (41 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to LPL Enterprise, LLC
left Jun 6, 2025, registered Jun 18, 2025 (12 days) · Affiliated broker-dealer or bank to another · moved with a team
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Fidelity Personal And Workplace Advisors
left May 17, 2021, registered Apr 21, 2023 (704 days) · Affiliated broker-dealer or bank to another

Signals

Alvin Isiah Knox left Lpl Enterprise, Llc for Warren Street Wealth Advisors, Llc (registered 2026-05-26)
Apr 15, 2026 · Advisor changed firm · fact
Alvin Isiah Knox left Strategic Advisers Llc for Lpl Enterprise, Llc (registered 2025-06-18)
Jun 6, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address