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 Onyx Financial Advisors, 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 |
|---|---|---|---|---|---|
| Benson Packer | Amicus Financial Advisors, LLC independent RIA | Onyx Financial Advisors, LLC independent RIA | RIA to RIA | Jan 22, 2026 | Feb 17, 2026 |
| Cody Grant Daniels | Fidelity Personal And Workplace Advisors BD affiliated | Onyx Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 9, 2021 | Sep 15, 2021 (37 d) |
| Jonathan Isaac Petersen | Cetera Advisors LLC BD affiliated | Onyx Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 7, 2020 | Aug 17, 2020 (192 d) |
| Christian Jared Moon | Wealth Elevated, LLC unclassified | Onyx Financial Advisors, LLC independent RIA | Other | Dec 9, 2019 | Oct 1, 2019 |
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4 moves match.