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 Oakwell Private 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.

AdvisorFromToTypeLeftRegistered
Jacob Taylor YaklinOakwell Private Wealth Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2026Apr 30, 2026
Brian Thomas BoswellOakwell Private Wealth Management independent RIASavvy independent RIARIA to RIAJul 15, 2024Jul 18, 2024
Benjamin C DavisOakwell Private Wealth Management independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 15, 2019Jun 11, 2019 (116 d)
Brett Olan WheelerOakwell Private Wealth Management independent RIAPrecision Fiduciary Partners, LLC otherOtherJan 8, 2019Sep 3, 2014
Jeffrey Edward SochaOakwell Private Wealth Management otherArk Financial Advisors, LLC unclassifiedOtherFeb 1, 2018Jul 7, 2017
David James BullOakwell Private Wealth Management otherArk Financial Advisors, LLC unclassifiedOtherFeb 1, 2018May 5, 2017
Jonathan Joseph BilliotOakwell Private Wealth Management otherArk Financial Advisors, LLC unclassifiedOtherFeb 1, 2018May 9, 2017
Chris Michael ChristensenOakwell Private Wealth Management otherUnited Planners' Financial Services Of America A Limited Partner otherOtherSep 22, 2017Aug 22, 2017
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8 moves match.