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 Motiv8 Investments 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
Sean Allen MasonMotiv8 Investments LLC independent RIATruvestments Capital LLC independent RIARIA to RIASep 17, 2026Sep 17, 2026
Marci HodgeMotiv8 Investments LLC independent RIAProsperity Capital Advisors independent RIARIA to RIAApr 30, 2026Apr 30, 2026
Anne Elizabeth CherskovMotiv8 Investments LLC independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 19, 2025Mar 3, 2026 (74 d)
Ronald Dereck BlairMotiv8 Investments LLC independent RIAAlphastar Capital Management independent RIARIA to RIAOct 23, 2025Oct 31, 2025
Grace NicholsonMotiv8 Investments LLC independent RIAProsperity Capital Advisors independent RIARIA to RIAMay 23, 2024May 6, 2024
Mark Edward StrattonMotiv8 Investments LLC independent RIAOwlfi otherOtherJan 18, 2022Jan 3, 2022
Brent Emmanuel ChavezMotiv8 Investments LLC independent RIAAequitas Equitas Wealth Management LLC state registeredRIA to a state-registered adviserJan 18, 2022May 14, 2021
Troy Daniel CarruthersMotiv8 Investments LLC independent RIAFbl Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 18, 2022Nov 3, 2022 (289 d)
David William BushMotiv8 Investments LLC independent RIAOwlfi otherOtherJan 18, 2022Apr 27, 2021
Elliot Thomas OmansonMotiv8 Investments LLC independent RIAOwlfi otherOtherJan 18, 2022Apr 16, 2021
Dirk Eugene PalmerMotiv8 Investments LLC independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIASep 23, 2021Jan 1, 2025 (1196 d)
Robert Lavern McbeathMotiv8 Investments LLC independent RIAMcbeath Financial Group independent RIARIA to RIAAug 31, 2020Aug 27, 2020
Richard Allen BeanMotiv8 Investments LLC independent RIAFiscal Wisdom Wealth Management LLC independent RIARIA to RIAAug 20, 2019Jun 6, 2022 (1021 d)
Carlton Scott PhillipsMotiv8 Investments LLC independent RIAAsset Investment Solutions, LLC state registeredRIA to a state-registered adviserDec 11, 2018May 18, 2018
Frank Joseph Jaksa IIIMotiv8 Investments LLC independent RIACreativeone Wealth, LLC otherOtherMar 22, 2018Feb 27, 2018
Danny Cory HowesMotiv8 Investments LLC independent RIATruvestments Capital LLC independent RIARIA to RIADec 21, 2017Feb 6, 2020 (777 d)
Nancy Lee BartolameolliMotiv8 Investments LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIADec 13, 2017Dec 21, 2017
Joshua Karl GreenbergMotiv8 Investments LLC otherCoppell Advisory Solutions LLC independent RIAOtherSep 21, 2017Jan 1, 2026 (3024 d)
Tad Michael SacheckMotiv8 Investments LLC otherRaymond James Financial Services Advisors, Inc otherOtherAug 2, 2017Oct 10, 2017 (69 d)
Yerel Saldivar MoralesMotiv8 Investments LLC otherLegacy Investment Services, LLC state registeredOtherApr 26, 2017Apr 7, 2017
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20 moves match.