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 Onedigital

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
Scott Joseph SmithGallagher Fiduciary Advisors, LLC institutionalOnedigital institutionalOtherSep 11, 2026Sep 15, 2026
Lori Reed WilliamsAscensus Investment Advisors, LLC institutionalOnedigital institutionalOtherSep 8, 2026Sep 15, 2026
Stacey Lynn TuckerProspera Financial Services, Inc. BD affiliatedOnedigital institutionalOtherSep 1, 2026Sep 1, 2026
Alison Paige AydMma Securities LLC no RAUMOnedigital institutionalOtherAug 26, 2026Aug 10, 2026
Lindsey Elizabeth NealT. Rowe Price Advisory Services, Inc. BD affiliatedOnedigital institutionalOtherAug 25, 2026Aug 24, 2026
Alexander Abel Stellema1834 Investment Advisors Co. mixed wealthOnedigital institutionalOtherAug 21, 2026Aug 25, 2026
Richard Victor GerrityMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOnedigital institutionalOtherAug 19, 2026Aug 10, 2026
Colin Edward BarkerCbiz Investment Advisory Services, LLC institutionalOnedigital institutionalOtherAug 11, 2026Aug 16, 2026
Todd Sterling WrightLPL Financial LLC BD affiliatedOnedigital institutionalOtherJul 24, 2026Jul 13, 2026
Eleazar RodriguezCapital Client Group, Inc. no RAUMOnedigital institutionalOtherJul 16, 2026Jul 30, 2026
Stuart Laurence RosenthalCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 6, 2026
Scott William SlacumCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Deana Crawford ArnettCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Sonja Rene HarrisCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Dexter A BurlewCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Shane Austin MartinCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Casey Miller RosenthalCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Reese Thomas VarleyCetera Investment Advisers LLC BD affiliatedOnedigital institutionalOtherJul 7, 2026Jul 2, 2026
Van Gabriel SchillingerTwin Peaks Wealth Advisors independent RIAOnedigital institutionalOtherJun 30, 2026Sep 8, 2026 (70 d)
Reid Scott WilsonWorld Investment Advisors, LLC otherOnedigital institutionalOtherJun 23, 2026Jun 24, 2026
Robert Anthony SchaferMoneta Group Investment Advisors, LLC independent RIAOnedigital institutionalOtherJun 22, 2026Jun 22, 2026
Sara Jean BrettingenMorgan Stanley wirehouseOnedigital institutionalOtherJun 15, 2026Jun 15, 2026
Alec Peter HooverCommonwealth Financial Network national BDOnedigital institutionalOtherJun 3, 2026Jun 1, 2026
James Orren SimsSwmg Holdings, LLC independent RIAOnedigital institutionalOtherMay 26, 2026Oct 16, 2025
Curt Richard MangoldSwmg Holdings, LLC independent RIAOnedigital institutionalOtherMay 26, 2026Oct 14, 2025
Scott Richard BishopSwmg Holdings, LLC independent RIAOnedigital institutionalOtherMay 26, 2026Oct 27, 2025
Russell Anderson HarrisSwmg Holdings, LLC independent RIAOnedigital institutionalOtherMay 26, 2026Oct 17, 2025
Lisa Marie VachalekPrincipal Securities, Inc. BD affiliatedOnedigital institutionalOtherMay 5, 2026May 18, 2026
Morgan Daniel KeilPfg Advisors independent RIAOnedigital institutionalOtherApr 18, 2026Apr 18, 2026
Clayton Matthew JansonPfg Advisors independent RIAOnedigital institutionalOtherApr 15, 2026Apr 6, 2026
Lanaya Jean EwaldPfg Advisors independent RIAOnedigital institutionalOtherApr 15, 2026Apr 13, 2026
Jennifer Rachel RuskPfg Advisors independent RIAOnedigital institutionalOtherApr 15, 2026Apr 14, 2026
Tyler Joseph ClarkPfg Advisors independent RIAOnedigital institutionalOtherApr 15, 2026Apr 14, 2026
Beau Diehl SheedyPfg Advisors independent RIAOnedigital institutionalOtherApr 15, 2026Apr 14, 2026
Tyler Scott GranthamPfg Advisors independent RIAOnedigital institutionalOtherApr 15, 2026Apr 14, 2026
Kasi Richardson BoylesCreative Planning Institutional Advisors, LLC institutionalOnedigital institutionalOtherApr 3, 2026Apr 6, 2026
Samuel Hand RobertValmark Advisers, Inc. BD affiliatedOnedigital institutionalOtherMar 17, 2026Feb 26, 2026
Todd Michael MironUnited Planners' Financial Services Of America A Limited Partner independent RIAOnedigital institutionalOtherMar 2, 2026Feb 19, 2026
Cade MowerLPL Financial LLC BD affiliatedOnedigital institutionalOtherFeb 26, 2026Feb 23, 2026
William Lewis OverstreetLPL Financial LLC BD affiliatedOnedigital institutionalOtherFeb 11, 2026Feb 9, 2026
Joseph William ChristiansonAssuredpartners Investment Advisors mixed wealthOnedigital institutionalOtherFeb 5, 2026Jun 15, 2026 (130 d)
Arish Samir NuraniBeam Wealth Advisors, Inc. independent RIAOnedigital institutionalOtherDec 18, 2025Mar 30, 2026 (102 d)
Cameron Peyton ClearFisher Investments independent RIAOnedigital institutionalOtherDec 16, 2025Dec 15, 2025
Jarrod Greg ChurchLPL Financial LLC BD affiliatedOnedigital institutionalOtherDec 2, 2025Nov 17, 2025
Gabriella Carmela TothCambridge Investment Research Advisors, Inc. BD affiliatedOnedigital institutionalOtherNov 14, 2025Jul 7, 2026 (235 d)
Karlee Adair LakinOsaic Wealth, Inc. BD affiliatedOnedigital institutionalOtherNov 4, 2025Nov 5, 2025
Mallory Ann SinghTowers Watson Investment Services, Inc. institutionalOnedigital institutionalOtherOct 31, 2025Oct 20, 2025
Amy Catherine SpeasPrincipal Securities, Inc. BD affiliatedOnedigital institutionalOtherOct 20, 2025Dec 12, 2025 (53 d)
Jaggar Daniel DeedsFocus Partners Wealth, LLC independent RIAOnedigital institutionalOtherSep 10, 2025Mar 23, 2026 (194 d)
Donica D Masterson - RuanoOrion Portfolio Solutions, LLC BD affiliatedOnedigital institutionalOtherSep 9, 2025Sep 8, 2025
William Stephen FazekasMcdonald Partners LLC independent RIAOnedigital institutionalOtherAug 15, 2025Aug 22, 2025
Angela Nicole JonesStrategic Advisers LLC national BDOnedigital institutionalOtherAug 15, 2025Oct 6, 2025 (52 d)
Frank Dryden AnzaloneMML Investors Services, LLC BD affiliatedOnedigital institutionalOtherAug 14, 2025Nov 4, 2025 (82 d)
Chucky Lee FurrOsaic Wealth, Inc. BD affiliatedOnedigital institutionalOtherAug 1, 2025Aug 4, 2025
Eleftherios A. FotosStrategic Advisers LLC national BDOnedigital institutionalOtherJul 1, 2025Jul 22, 2025
Eugene Michael GurevichBaybridge Capital Group, LLC independent RIAOnedigital institutionalOtherJun 26, 2025Feb 3, 2025
Kyle Palmer BinghamPrime Capital Financial mixed wealthOnedigital institutionalOtherMay 30, 2025Jan 26, 2026 (241 d)
Maggie Webster PiccirilloCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOnedigital institutionalOtherMay 5, 2025May 12, 2025
Mark Conrad DowdMorgan Stanley wirehouseOnedigital institutionalOtherMay 1, 2025Apr 21, 2025
Sam Maxwell BlechmanUsi Securities, Inc. no RAUMOnedigital institutionalOtherApr 17, 2025May 5, 2025
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432 moves match.