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.
Advisor moves
Departures from Ofs
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Frank Matthew Zecca | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Brett Michael Dimas | Ofs independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Dec 11, 2025 | Dec 23, 2011 |
| Christopher John Legg | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Christopher Peter Anest | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Geoffrey Douglas Marsh | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Keith Sean Packard | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Timothy Alvarado | Ofs independent RIA | Activ8 Family Office LLC independent RIA | RIA to RIA | Dec 11, 2025 | Apr 16, 2026 (126 d) |
| Joseph L Corbett | Ofs other | Equis Group LLC other | Other | Dec 31, 2005 | Sep 21, 2004 |
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8 moves match.