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 Onyx Bridge Wealth Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Allen Robert Duros | Onyx Bridge Wealth Group LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Oct 14, 2025 | Aug 24, 2026 (314 d) |
| Terry C Webb | Onyx Bridge Wealth Group LLC independent RIA | LPL Enterprise, LLC no RAUM | RIA to a newly registered adviser | May 29, 2024 | Mar 26, 2025 (301 d) |
| Sean Collin Rhodes | Onyx Bridge Wealth Group LLC independent RIA | Accurate Wealth Management, LLC independent RIA | RIA to RIA | Jun 13, 2022 | Jun 10, 2022 |
| Raymond Patrick Oconnell | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 3, 2022 | May 24, 2022 |
| Justin Duane Mundt | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 2, 2022 | Mar 29, 2022 |
| Carson James Grover | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 2, 2022 | May 3, 2022 |
| Jacob R Lincoln | Onyx Bridge Wealth Group LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2021 | Jul 18, 2024 (961 d) |
| David Nathan Robert Morgan | Onyx Bridge Wealth Group LLC independent RIA | Axxcess Wealth Management, LLC independent RIA | RIA to RIA | Nov 30, 2021 | Sep 27, 2023 (666 d) |
| Anton James Anderson | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jun 23, 2021 | Dec 9, 2025 (1630 d) |
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9 moves match.