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 Openarc Corporate Advisory, 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
Craig Lee Rollins	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Robert Earl Heightchew	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Charles John Murray	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Madeline Lee Harr	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Thomas Arthur Joerres	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Taylor Brooke Holley	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Davis Hines	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Travis Yoshio Wilson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Wonyul Griffin Sohn	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Nicholas Molinari	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Laura Michelle Mitts	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 14, 2025
Dillon Martin Hess	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Grant Ruckman Ansley	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Mary Katherine Linn	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Joseph Ayomide Toye	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Robby Delone Preston	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Jaiden A Deas	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 22, 2025
Maria Daniela Pacin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 16, 2025
Treyce P Addison	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Oct 2, 2025
Richie Newton-Jamal Pinnock	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
David William Ndukasi Onuorah	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Patrick Mccormack Farren	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Diego Alonso Colan Taya	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 7, 2025
Milon Kennedy Turner	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 9, 2025
Cynthia Pamela Yepez	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Nov 13, 2025 (48 d)
Kathryn Marie Bohr	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Chloe Diane Crist	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Kaitlin M Ealy	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Joseph Robert Burrows	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 7, 2025
Jose Alfredo Menendez Perez	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 22, 2025
Wyatt Nelson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 26, 2025	Oct 7, 2025
Blake C Kollin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Daria Macarie	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 26, 2025	Sep 24, 2025
Emily Gage Fletcher	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 25, 2025
Joseph A Sacco	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 24, 2025
James Robert Kaufman	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 25, 2025
Kevin Wayne Higginbotham	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 25, 2025
Jeffrey Scott Neumeyer	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 24, 2025
Chad A Pigg Fife	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 25, 2025
Jonathan S Kessler	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 25, 2025	Oct 9, 2025
Jeffrey K Crowell	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 24, 2025
Rohan Amish Patel	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 25, 2025	Oct 9, 2025
Michael Fazylov	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 24, 2025
Joseph Tyger	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 25, 2025	Sep 24, 2025
Sandra K Lasser	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 7, 2025
Daphne Gentile	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 24, 2025	Oct 2, 2025
Sumaree White	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 7, 2025
Charles H Schorpp	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 24, 2025	Oct 2, 2025
Robert Gary Rickles	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 9, 2025
Rachael Corinne Kelly	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 7, 2025
Ashley D Purvis	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 14, 2025
Durene Michele Helbling	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 14, 2025
Ryan James Cox	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 24, 2025	Oct 2, 2025
Martha Eden Badgett	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 24, 2025	Oct 2, 2025
Roberto A Arteaga Ascencio	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 24, 2025	Oct 7, 2025
Chiao Chan	Morgan Stanley wirehouse	Openarc Corporate Advisory, LLC independent RIA	Wirehouse to independent RIA	Sep 10, 2025	Oct 7, 2025

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116 moves match.