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 Arista Wealth Management, LLC

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
Preston Jeffrey PugmireArista Wealth Management, LLC independent RIAModern Wealth Management, LLC independent RIARIA to RIAJan 27, 2026Jan 28, 2026
Christian Tyler SmissenArista Wealth Management, LLC independent RIABauman Wealth Advisors independent RIARIA to RIASep 10, 2025Sep 17, 2025
Zachary Thorne TaylorArista Wealth Management, LLC independent RIAWest Ridge Advisors independent RIARIA to RIAMar 20, 2025Mar 11, 2025
Brian Wesley KofoedArista Wealth Management, LLC independent RIAAlpha Cubed Investments, LLC independent RIARIA to RIAMay 28, 2024Jun 11, 2024
Edward R DegreeArista Wealth Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJan 8, 2024Mar 21, 2025 (438 d)
David James BoydArista Wealth Management, LLC independent RIAB.O.S.S. Retirement Advisors, LLC independent RIARIA to RIAAug 26, 2022Oct 7, 2022 (42 d)
Tyler Lee HuntArista Wealth Management, LLC independent RIASoltis Investment Advisors, LLC mixed wealthRIA to RIANov 24, 2021Jan 5, 2022 (42 d)
Weston HuberArista Wealth Management, LLC independent RIAB.O.S.S. Retirement Advisors, LLC independent RIARIA to RIANov 10, 2021Nov 30, 2021
Ryan J RicedorffArista Wealth Management, LLC independent RIAVista Wealth Partners unclassifiedOtherJul 27, 2021Mar 8, 2017
Trent Heber ColledgeArista Wealth Management, LLC independent RIAElevated Capital Advisors, LLC independent RIARIA to RIAMay 29, 2019Jun 3, 2019
William Bruce MillerArista Wealth Management, LLC independent RIAThe Professional Financial Company LLC mixed wealthRIA to RIADec 4, 2018Jun 8, 2018
Brennon Sterling BowenArista Wealth Management, LLC independent RIAThe Professional Financial Company LLC mixed wealthRIA to RIADec 4, 2018Dec 13, 2018
Scott Jamison JohnsonArista Wealth Management, LLC independent RIADecisionpoint Financial, LLC no RAUMRIA to a newly registered adviserSep 12, 2018Jun 15, 2018
Curtis John HarrisonArista Wealth Management, LLC independent RIADecisionpoint Financial, LLC no RAUMRIA to a newly registered adviserSep 12, 2018Jun 12, 2018
Matthew Judson DaleyArista Wealth Management, LLC independent RIADecisionpoint Financial, LLC no RAUMRIA to a newly registered adviserSep 12, 2018Jun 12, 2018
Aaron Michael HornerArista Wealth Management, LLC otherOsaic Fs, Inc. BD affiliatedOtherMar 1, 2017May 18, 2022 (1904 d)
Patrick MajArista Wealth Management, LLC otherJ.P. Morgan Securities LLC wirehouseOtherOct 5, 2016Nov 8, 2016 (34 d)
Michael Dean NestmanArista Wealth Management, LLC otherWest Ridge Advisors independent RIAOtherDec 16, 2015Apr 25, 2016 (131 d)
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18 moves match.