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 Owlfi

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
Elliot Thomas OmansonOwlfi independent RIASphinx Investments LLC independent RIARIA to RIADec 11, 2024Mar 4, 2025 (83 d)
Chase Aaron KlusmanOwlfi independent RIASimplicity Wealth otherOtherDec 11, 2024Jan 3, 2025
Brennen Sean NewtonOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 26, 2024Jun 13, 2024
David William BushOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 22, 2024Jun 13, 2024
Dirk Eugene PalmerOwlfi independent RIAMotiv8 Investments LLC independent RIARIA to RIAAug 15, 2024Apr 29, 2021
Mark Edward StrattonOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 1, 2024Jun 14, 2024
Scott Wesley RossOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 1, 2024Aug 1, 2024
Christopher Taylor CooperOwlfi independent RIAFortis Capital Advisors, LLC independent RIARIA to RIAJul 31, 2024May 20, 2024
Christopher D WilliamsOwlfi independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2024Jul 19, 2024 (93 d)
Andrew Jacob KeehnOwlfi independent RIABrookwood Investment Group independent RIARIA to RIADec 21, 2023Jun 23, 2025 (550 d)
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10 moves match.