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 Oak Harvest Investment Services
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 |
|---|---|---|---|---|---|
| Nicholas Casanova | Oak Harvest Investment Services independent RIA | Willis Johnson Wealth independent RIA | RIA to RIA | Jul 15, 2026 | Aug 14, 2026 |
| Marcel John Kelley | Oak Harvest Investment Services independent RIA | Alloy Investment Management state registered | RIA to a state-registered adviser | Jan 7, 2026 | Jan 9, 2026 |
| Michael Stuart | Oak Harvest Investment Services independent RIA | Omnistar Financial Group, Inc. independent RIA | RIA to RIA | Aug 26, 2025 | May 11, 2026 (258 d) |
| John Lucas Vaclavik | Oak Harvest Investment Services independent RIA | Quotient Wealth Partners, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Nov 8, 2024 (86 d) |
| Anna V Dashkevich | Oak Harvest Investment Services independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2023 | May 18, 2023 |
| Jared D Kenney | Oak Harvest Investment Services independent RIA | Avidian Wealth Solutions independent RIA | RIA to RIA | Dec 7, 2022 | Nov 4, 2022 |
| Amy Michele Zamikovsky | Oak Harvest Investment Services independent RIA | Woodson Wealth Management unclassified | Other | Sep 14, 2022 | Apr 4, 2023 (202 d) |
| Jennifer Zittel | Oak Harvest Investment Services independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | May 10, 2023 (289 d) |
| Karen Sotallaro | Oak Harvest Investment Services independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Feb 16, 2022 | Mar 15, 2022 |
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9 moves match.