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 5t Wealth, 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 |
|---|---|---|---|---|---|
| Colton Bradley Maher | Eagle Strategies LLC BD affiliated | 5t Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2025 | Aug 27, 2025 |
| Jackie Lou Daclan D'Avolio-Raquidan | U.S. Bancorp Advisors, LLC BD affiliated | 5t Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2020 | Jan 5, 2026 (2021 d) |
| Christopher Steven Roth | Delegate Advisors, LLC independent RIA | 5t Wealth, LLC independent RIA | RIA to RIA | May 8, 2019 | Dec 13, 2024 (2046 d) |
| Paul James Krsek | Mid Atlantic Financial Management, Inc. other | 5t Wealth, LLC independent RIA | Other | Aug 2, 2004 | Aug 29, 2018 (5140 d) |
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4 moves match.