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 Overridge Wealth Advisors
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 |
|---|---|---|---|---|---|
| Jeffery M Sorensen | Osaic Advisory Services, LLC BD affiliated | Overridge Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Apr 8, 2025 |
| Neil Lycurgus Vanzandt | Securities America Advisors, Inc. BD affiliated | Overridge Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2024 | Mar 23, 2026 (805 d) |
| Ronnie Lee Huskey | Waddell & Reed other | Overridge Wealth Advisors other | Other | May 2, 2017 | May 1, 2017 |
| Christopher Kenneth Coffin | Good Life Advisors, LLC other | Overridge Wealth Advisors independent RIA | Other | Oct 25, 2016 | Jun 9, 2021 (1688 d) |
| Matthew Alan Hayes | Transamerica Financial Advisors, LLC other | Overridge Wealth Advisors other | Other | May 13, 2016 | Oct 19, 2007 |
| Andrew Clayton Heinz | Transamerica Financial Advisors, LLC other | Overridge Wealth Advisors other | Other | Oct 1, 2009 | May 12, 2004 |
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6 moves match.