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 Arista Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Benson Boyd BlakeCommonwealth Financial Network national BDArista Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2026Feb 20, 2026
Matthew Charles BurbankAxxcess Wealth Management, LLC independent RIAArista Wealth Management, LLC independent RIARIA to RIAJul 22, 2024Jun 20, 2024
Brian Wesley KofoedFidelity Personal And Workplace Advisors BD affiliatedArista Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2023Apr 4, 2024 (191 d)
Todd Donaldson QuinnPeterson Rogers Private Wealth, LLC no RAUMArista Wealth Management, LLC independent RIAOtherMar 29, 2023Jun 20, 2024 (449 d)
Jordan NaffaPortfolio Advisors, Inc. independent RIAArista Wealth Management, LLC independent RIARIA to RIAJan 3, 2023Feb 1, 2023
Weston HuberFidelity Personal And Workplace Advisors BD affiliatedArista Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2020Feb 11, 2021 (51 d)
Christian Tyler SmissenCharles Schwab & Co., Inc. national BDArista Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2020Apr 9, 2025 (1827 d)
Edward R DegreeWells Fargo Advisors wirehouseArista Wealth Management, LLC independent RIAWirehouse to independent RIAOct 29, 2019May 18, 2020 (202 d)
Matthew Judson DaleyThreadline Wealth otherArista Wealth Management, LLC otherOtherDec 6, 2017Feb 9, 2018 (65 d)
Lisa Mary Bacon-SoibergUBS Financial Services Inc. wirehouseArista Wealth Management, LLC independent RIAWirehouse to independent RIAAug 18, 2017Mar 14, 2019 (573 d)
Brennon Sterling BowenAndina Advisors otherArista Wealth Management, LLC otherOtherMar 24, 2017Jan 18, 2017
Aaron Michael HornerPsi Capital Management independent RIAArista Wealth Management, LLC otherOtherOct 21, 2016Jan 30, 2017 (101 d)
Patrick MajMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArista Wealth Management, LLC otherOtherAug 3, 2016Aug 11, 2016
William Bruce MillerTruenorth Wealth otherArista Wealth Management, LLC otherOtherJan 19, 2016Dec 17, 2015
Ryan J RicedorffPioneer Advisors, LLC otherArista Wealth Management, LLC otherOtherFeb 24, 2014Mar 28, 2014 (32 d)
Michael Dean NestmanHightower Advisors, LLC otherArista Wealth Management, LLC otherOtherMay 15, 2012May 30, 2012
Scott Jamison JohnsonTribeca Advisors, LLC unclassifiedArista Wealth Management, LLC otherOtherSep 21, 2011Sep 15, 2011
Paul Lawrence MoffatPrasada Capital, LLC unclassifiedArista Wealth Management, LLC otherOtherJan 15, 2008Aug 16, 2006
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18 moves match.