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 Cedrus
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 |
|---|---|---|---|---|---|
| John Alexander Scott, III | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Jan 1, 2025 |
| Mark Thomas Neely | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 9, 2024 |
| Byron James Dyck | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| John Alex Maurer | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 9, 2024 |
| William Edgar Allen | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Adam Kenley Camacho | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 9, 2024 |
| Andrew Price Rhoads | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | May 13, 2026 (413 d) |
| Nicholas George Daniel | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Jeremy Frederick Fawcett | Cedrus independent RIA | John 1427, LLC no RAUM | RIA to a newly registered adviser | Mar 26, 2025 | Sep 24, 2024 |
| Daniella Friend | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Gerald A Clas | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Tyler Joseph Graeve | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Ryan Thomas Walls | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Matthew Wayne Sharkey | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Austin Robert Myers | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Brandon Young Ho Lorenz | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Andrew Parker Cormack | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Benton Ramsey Ellis | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Dylan Bruce Wheeler | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Jan 1, 2025 |
| Daniel Stephen Graeve | Cedrus independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Mar 26, 2025 | Dec 8, 2024 |
| Dustin Mcdonald | Cedrus independent RIA | Buck Wealth Strategies, LLC independent RIA | RIA to RIA | Dec 10, 2024 | Aug 8, 2025 (241 d) |
| John Daley Haggar | Cedrus independent RIA | Jd Haggar Financial state registered | RIA to a state-registered adviser | Jun 30, 2023 | Oct 31, 2024 (489 d) |
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22 moves match.