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 Novadius Wealth Management
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 |
|---|---|---|---|---|---|
| Matthew Dickson | Novadius Wealth Management independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 13, 2025 | Jun 23, 2025 (41 d) |
| Benjamin Jack Sight | Novadius Wealth Management independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Sep 27, 2024 | Sep 27, 2024 |
| Conor Randal Kelly | Novadius Wealth Management independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Apr 1, 2024 | Mar 28, 2024 |
| Devin Bos | Novadius Wealth Management independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 12, 2022 | Aug 23, 2023 (468 d) |
| Aaron Joseph Pickert | Novadius Wealth Management independent RIA | Eckman Wealth Management, LLC state registered | RIA to a state-registered adviser | Apr 14, 2015 | Apr 14, 2015 |
| Brian C Lamone | Novadius Wealth Management independent RIA | Waddell & Reed other | Other | Oct 14, 2013 | Nov 15, 2013 (32 d) |
| Kevin Leo Keleher | Novadius Wealth Management independent RIA | Lewer Financial Advisors, LLC unclassified | Other | Aug 28, 2012 | Oct 23, 2012 (56 d) |
| James David Fair | Novadius Wealth Management independent RIA | Boulder Investment Group other | Other | Nov 14, 2011 | Nov 21, 2011 |
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8 moves match.