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 Wealthbuilders Investments

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
Joshua Daniel MagnusWealthbuilders Investments independent RIASeros Wealth Partners independent RIARIA to RIASep 11, 2026Aug 13, 2026
Otis Caleb BarnardWealthbuilders Investments independent RIABrookwood Investment Group independent RIARIA to RIAJul 7, 2026Jun 8, 2026
Joseph MurdockWealthbuilders Investments independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 5, 2025Mar 16, 2026 (192 d)
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3 moves match.