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 One Advisory Partners, 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
Jeffrey DavisOne Advisory Partners, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 19, 2026May 6, 2026 (48 d)
Ruth TorresOne Advisory Partners, LLC independent RIALincoln Investment independent RIARIA to RIAMar 19, 2026Jun 1, 2026 (74 d)
Jordan JensenOne Advisory Partners, LLC independent RIASavvy independent RIARIA to RIAJan 31, 2026Jan 30, 2026
Paul Edward StaniszewskiOne Advisory Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAJan 19, 2023Feb 2, 2023
Melissa Jane EllisOne Advisory Partners, LLC mixed wealthSapphire Wealth Planning LLC state registeredRIA to a state-registered adviserDec 31, 2018Feb 18, 2022 (1145 d)
Michael Allen SmootsOne Advisory Partners, LLC otherLawing Financial Inc otherOtherDec 5, 2015Jan 20, 2016 (46 d)
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6 moves match.