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 Drive Wealth Advisers
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 |
|---|---|---|---|---|---|
| Benjamin Kevin Chappell | Drive Wealth Advisers independent RIA | Diversify Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2025 | Oct 15, 2025 |
| Jay Lamarr Wells | Drive Wealth Advisers independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Aug 1, 2025 | Aug 4, 2025 |
| Taylor M Vowles | Drive Wealth Advisers independent RIA | Oxford Wealth Management no RAUM | RIA to a newly registered adviser | May 12, 2025 | Jan 14, 2025 |
| Alec L Ferguson | Drive Wealth Advisers independent RIA | Exponent Wealth no RAUM | RIA to a newly registered adviser | Mar 28, 2025 | Mar 27, 2025 |
| Avereigh Layne Clarke | Drive Wealth Advisers independent RIA | Exponent Wealth no RAUM | RIA to a newly registered adviser | Mar 28, 2025 | Mar 27, 2025 |
| Craig Gerald Davis | Drive Wealth Advisers independent RIA | Harborview Asset Management LLC no RAUM | RIA to a newly registered adviser | Dec 16, 2024 | Oct 1, 2024 |
| Richard Kent Baird | Drive Wealth Advisers independent RIA | Harborview Asset Management LLC no RAUM | RIA to a newly registered adviser | Dec 16, 2024 | Oct 8, 2024 |
| Dylan Payne | Drive Wealth Advisers independent RIA | Exponent Wealth no RAUM | RIA to a newly registered adviser | Oct 14, 2024 | Apr 29, 2025 (197 d) |
| Todd S Skousen | Drive Wealth Advisers independent RIA | M Holdings Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2023 | Oct 6, 2023 |
| Benjamin James Marshall | Drive Wealth Advisers independent RIA | Townsquare Capital, LLC mixed wealth | RIA to RIA | Mar 28, 2022 | Nov 30, 2021 |
| James Sadleir | Drive Wealth Advisers independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2021 | May 4, 2021 (69 d) |
| Alexander Parkinson Call | Drive Wealth Advisers independent RIA | Peterson Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2018 | Oct 15, 2018 |
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12 moves match.