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 Solutions 4 Wealth

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
Hunter David WrightSolutions 4 Wealth independent RIATriad Wealth Partners, LLC independent RIARIA to RIAApr 17, 2026Jun 24, 2026 (68 d)
Kade James OrsburnSolutions 4 Wealth independent RIASeia BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2024Sep 17, 2024
Eric Michael FarrSolutions 4 Wealth independent RIAFarther independent RIARIA to RIANov 27, 2023Aug 25, 2023
Patrick Dennis CombsSolutions 4 Wealth otherArkos Global Advisors, LLC otherOtherSep 8, 2017Aug 18, 2017
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4 moves match.