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 Provident Wealth 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 |
|---|---|---|---|---|---|
| Ashley Leanne Owens | Provident Wealth Advisors, LLC state registered | Avion Wealth independent RIA | Other | Sep 19, 2025 | Oct 13, 2025 |
| Dina Siracusa Tupper | Provident Wealth Advisors, LLC state registered | Charles Schwab & Co., Inc. national BD | Other | Aug 22, 2025 | Dec 2, 2025 (102 d) |
| Peter Alexander Kitzerow | Provident Wealth Advisors, LLC state registered | Matson Money, Inc. mixed wealth | Other | Feb 17, 2016 | Feb 23, 2021 (1833 d) |
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3 moves match.