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 Orion Investment Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ahmed Osman Farruk | Orion Investment Advisors, LLC other | Fiducient Advisors LLC other | Other | Mar 28, 2018 | Mar 22, 2018 |
| Will Stratton Fisher | Orion Investment Advisors, LLC other | Fiducient Advisors LLC other | Other | Mar 28, 2018 | Mar 22, 2018 |
| Tina Renee Zemba | Orion Investment Advisors, LLC other | Fiducient Advisors LLC other | Other | Mar 28, 2018 | Mar 22, 2018 |
| Sheena Effendi | Orion Investment Advisors, LLC other | Fiducient Advisors LLC other | Other | Mar 28, 2018 | Mar 22, 2018 |
| David Michael Thome | Orion Investment Advisors, LLC other | Fiducient Advisors LLC other | Other | Mar 28, 2018 | Mar 22, 2018 |
| Barrett Rea Scott | Orion Investment Advisors, LLC other | Fiducient Advisors LLC other | Other | Mar 28, 2018 | Mar 22, 2018 |
| Joseph Michael Syron | Orion Investment Advisors, LLC other | Onedigital institutional | Other | Mar 28, 2018 | Dec 15, 2025 (2819 d) |
| Scott Thomas Aune | Orion Investment Advisors, LLC other | Northwest Financial Advisors LLC other | Other | Sep 15, 2015 | Sep 11, 2015 |
Page 1 of 1
8 moves match.