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
Justin Lee Pierce
Feed of 09/15/2026
At current firm
0 y
since Dec 23, 2025
In the industry
20 y
since Nov 1, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Alphastar Capital Management independent RIA currentsince Dec 23, 2025 · York, Pa
- Oakwood Capital, Inc. independent RIAMar 5, 2025 to Jan 14, 2026 · York, Pa
- Terra Wealth independent RIASep 9, 2022 to Mar 4, 2025 · York, Pa
- Primerica Advisors national BDSep 7, 2021 to Sep 13, 2022 · York, Pa
Moves
a registration end followed by a registration begin elsewhere
- Oakwood Capital, Inc. to Alphastar Capital Managementleft Jan 14, 2026, registered Dec 23, 2025 (-22 days) · RIA to RIA
- Terra Wealth to Oakwood Capital, Inc.left Mar 4, 2025, registered Mar 5, 2025 (1 days) · RIA to RIA
- Primerica Advisors to Terra Wealthleft Sep 13, 2022, registered Sep 9, 2022 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Justin Lee Pierce left Oakwood Capital, Inc. for Alphastar Capital Management (registered 2025-12-23)Jan 14, 2026 · Advisor changed firm · fact
- Justin Lee Pierce left Terra Wealth for Oakwood Capital, Inc. (registered 2025-03-05)Mar 4, 2025 · Advisor changed firm · fact
- Justin Lee Pierce left Primerica Advisors for Terra Wealth (registered 2022-09-09)Sep 13, 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address