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 Resource Investment Architects, Inc.

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.

AdvisorFromToTypeLeftRegistered
Scott Alan BergResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Dec 9, 2021
John Hooper MckeeResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Jul 30, 2021
Michael Kim ChryslerResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Jan 8, 2022
Jon Cody OlsonResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Dec 7, 2021
Curtis Wayne CampbellResource Investment Architects, Inc. independent RIAPrivate Wealth Group, LLC otherOtherDec 31, 2021Feb 12, 2004
Jayson Hans JayResource Investment Architects, Inc. independent RIAHarvest Wealth Advisors Inc no RAUMOtherDec 31, 2021Jan 4, 2012
Michael Jerome LickissResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Dec 6, 2021
Aaron Richard SquiresResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Jan 21, 2022
Kyle Max StodtmeisterResource Investment Architects, Inc. independent RIAArkadios Wealth Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Jan 21, 2022
Shane Jon MearesResource Investment Architects, Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIAAug 21, 2020Aug 2, 2022 (711 d)
Gary Forrest ThomasResource Investment Architects, Inc. independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIADec 17, 2019Dec 2, 2019
John Lavern LymathResource Investment Architects, Inc. otherScf Investment Advisors, Inc. otherOtherOct 25, 2016Oct 24, 2016
Creg V ShafferResource Investment Architects, Inc. otherConcert Wealth Management otherOtherFeb 21, 2013Feb 20, 2013
Jennifer Ann DavisResource Investment Architects, Inc. otherSkyoak Capital, Inc. otherOtherFeb 17, 2011Jul 8, 2010
Donald Lyman WatsonResource Investment Architects, Inc. otherSkyoak Capital, Inc. otherOtherFeb 17, 2011Jul 29, 2010
Daniel Patrick LeahyResource Investment Architects, Inc. otherQa3 Financial LLC unclassifiedOtherOct 2, 2008Oct 2, 2008
Phillip John MottiniResource Investment Architects, Inc. otherQa3 Financial LLC unclassifiedOtherDec 10, 2004Dec 13, 2004
Tim Taylor SmithResource Investment Architects, Inc. otherQa3 Financial LLC unclassifiedOtherDec 10, 2004Dec 13, 2004
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18 moves match.