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
Arrivals at Arax Advisory Partners
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 |
|---|---|---|---|---|---|
| Michael Brian Schoffman | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Prasad Mohan | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Aaron John Hodari | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Paul Robert Wehner | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Marc Rodney Schechter | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jul 2, 2025 |
| Adam Blocki | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Anthony Jacob Chisolm | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Bradley Kevin Feldman | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Brian John Mackey | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Jordan Howard Smith | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jul 11, 2025 | Jun 18, 2025 |
| Colin Coyle Steinberg | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jun 30, 2025 | Jun 18, 2025 |
| Ryan Patrick Stuart | Wt Wealth Management, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jun 25, 2025 | Jul 21, 2025 |
| Jacob Tyler Wilsie | LPL Financial LLC BD affiliated | Arax Advisory Partners BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2025 | Jul 30, 2026 (415 d) |
| Joseph G Opiela | Schechter Investment Advisors, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jun 9, 2025 | Sep 10, 2025 (93 d) |
| 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 |
| 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 |
| Douglas Howard Pardieck | Cambridge Investment Research Advisors, Inc. BD affiliated | Arax Advisory Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2025 | Mar 12, 2025 |
| Shane Eli Wolfe | Traction Financial Partners independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Feb 14, 2025 | Feb 19, 2025 |
| Jeremy Frederick Fawcett | John 1427, LLC no RAUM | Arax Advisory Partners independent RIA | Other | Dec 3, 2024 | Dec 9, 2024 |
| Sumit Handa | Ashton Thomas Private Wealth independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jun 26, 2024 | May 16, 2024 |
| Philip Joseph Cook | Hirtle & Co., LLC other | Arax Advisory Partners independent RIA | Other | May 17, 2021 | Jun 27, 2021 (41 d) |
| Geraldine Ann Janiczek | Noven Financial Group, Inc. independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Apr 22, 2020 | Apr 17, 2020 |
| Daniel Albert Noven | Noven Financial Group, Inc. independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Apr 22, 2020 | Apr 21, 2020 |
| Anjanette Monique Phetteplace | Noven Financial Group, Inc. independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Apr 21, 2020 | Apr 17, 2020 |
| Brian Douglas Chase | Noven Financial Group, Inc. independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Apr 21, 2020 | Apr 17, 2020 |
| Richard Joseph Elias | Enlightened Finance LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Aug 21, 2019 | Jun 18, 2025 (2128 d) |
| Terry Harland Hall | Acacia Investment Advisors, LLC unclassified | Arax Advisory Partners other | Other | Dec 12, 2016 | Dec 13, 2016 |
| Jeffrey Joseph Loehr | Denver Investments other | Arax Advisory Partners other | Other | Jun 28, 2016 | Nov 10, 2016 (135 d) |
| Albert G Flores | Seal Financial Services, Inc. other | Arax Advisory Partners other | Other | Feb 9, 2015 | Dec 14, 2015 (308 d) |
| Derek Ryan Pilkington | Eagle Strategies LLC other | Arax Advisory Partners other | Other | Sep 22, 2014 | Sep 29, 2014 |
| Patrick C. South | Hirtle & Co., LLC other | Arax Advisory Partners BD affiliated | Other | Aug 31, 2011 | Jun 25, 2026 (5412 d) |
| Christian Todd Pevarnik | Wells Fargo Advisors wirehouse | Arax Advisory Partners other | Other | May 19, 2009 | May 18, 2009 |
| Jeffrey Willard Apps | Equitable Advisors, LLC national BD | Arax Advisory Partners other | Other | Apr 10, 2008 | Jul 29, 2011 (1205 d) |
| Eric Scott Holt | Alliancebernstein L.P. other | Arax Advisory Partners other | Other | Nov 27, 2007 | Apr 6, 2015 (2687 d) |
| Ann-Noel Campbell Spencer | First Citizens Investor Services, Inc. other | Arax Advisory Partners independent RIA | Other | Jul 17, 2007 | Apr 22, 2025 (6489 d) |
| Patrick Donald Johnson | Suntrust Investment Services, Inc. other | Arax Advisory Partners other | Other | Apr 23, 2007 | May 7, 2007 |
| Paul Whitney Davis | Paul Whitney Davis unclassified | Arax Advisory Partners other | Other | Dec 19, 2005 | Apr 11, 2005 |
| George Wallace Smith | Senior Finance & Health, LLC unclassified | Arax Advisory Partners other | Other | Feb 7, 2005 | Mar 28, 2005 (49 d) |
| David L. Swenson | Secure Financial Group, Inc. unclassified | Arax Advisory Partners other | Other | Feb 1, 2005 | Jan 20, 2005 |
| David Andrew Simon | Usallianz Securities, Inc. unclassified | Arax Advisory Partners other | Other | Jan 26, 2005 | Jan 20, 2005 |
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117 moves match.