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 Security First Advisors

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
Ronald Everett WilkinsonSecurity First Advisors independent RIAPinnacle Wealth Advisors independent RIARIA to RIAApr 1, 2025Feb 9, 2024
Aaron Jacob ChristophersonSecurity First Advisors independent RIAIms Capital Management independent RIARIA to RIAApr 1, 2025Oct 26, 2025 (208 d)
Rachael Lynn SchweigerSecurity First Advisors independent RIAPinnacle Wealth Advisors independent RIARIA to RIAApr 1, 2025Feb 7, 2024
Brian Andrew TimmSecurity First Advisors independent RIAIms Capital Management independent RIARIA to RIAApr 1, 2025Oct 26, 2025 (208 d)
Teresa Dawn Elizabeth MeyerSecurity First Advisors independent RIAPara Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserNov 16, 2022Oct 2, 2022
Stacy Lynn RerickSecurity First Advisors independent RIAPara Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserNov 16, 2022Oct 2, 2022
William Henry LederSecurity First Advisors independent RIACascadia Advisory Services, LLC independent RIARIA to RIAJan 2, 2019Jan 4, 2019
David Stuart InmanSecurity First Advisors independent RIAInman Financial Services, Inc. independent RIARIA to RIANov 2, 2018Sep 26, 2018
Michael OlsonSecurity First Advisors independent RIAEagle Strategies LLC otherOtherApr 30, 2004Oct 13, 2004 (166 d)
Page 1 of 1
9 moves match.