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 Arcadia Wealth Management, 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
Justin Douglas ChamplainArcadia Wealth Management, LLC independent RIAAlphastar Capital Management independent RIARIA to RIAAug 15, 2025Aug 7, 2025
Joel SillowayArcadia Wealth Management, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJul 30, 2025Aug 15, 2025
Bernard John LynchArcadia Wealth Management, LLC independent RIAGoodman Advisory Group, LLC independent RIARIA to RIAApr 7, 2025Sep 9, 2025 (155 d)
James Patrick MoranArcadia Wealth Management, LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 16, 2023Jul 17, 2024 (397 d)
Brady Joseph RodgersArcadia Wealth Management, LLC independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 24, 2023Jan 3, 2024 (285 d)
Sarah Katherine McdonaldArcadia Wealth Management, LLC independent RIAJ. W. Cole Advisors, Inc. independent RIARIA to RIAJun 2, 2020Jun 23, 2020
Andrew Joseph CamlinArcadia Wealth Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIASep 20, 2018Oct 25, 2018 (35 d)
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7 moves match.