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 Sandbox Financial Partners, 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
Frederick John BohlanderSandbox Financial Partners, LLC independent RIAArca Wealth, LLC independent RIARIA to RIAJun 15, 2026Jul 23, 2026 (38 d)
Blake MillardSandbox Financial Partners, LLC independent RIAArca Wealth, LLC independent RIARIA to RIAJun 15, 2026Jun 23, 2026
Daniel Harton ChristensonSandbox Financial Partners, LLC independent RIAArca Wealth, LLC independent RIARIA to RIAJun 15, 2026Jun 23, 2026
Steven Jacob ScottSandbox Financial Partners, LLC independent RIAArca Wealth, LLC independent RIARIA to RIAJun 15, 2026Jun 23, 2026
William Burch BrunoSandbox Financial Partners, LLC independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 5, 2026May 19, 2026
Ryan William KnabuschSandbox Financial Partners, LLC independent RIAOld Mission Investment Company, LLC independent RIARIA to RIAMar 31, 2025Mar 31, 2025
Rachael Leah DecostaSandbox Financial Partners, LLC independent RIASax Wealth Advisors, LLC independent RIARIA to RIASep 27, 2023Oct 5, 2023
Justin J GradolfSandbox Financial Partners, LLC independent RIAUnited Capital Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankMar 10, 2022Sep 16, 2022 (190 d)
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8 moves match.