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 Guardian Wealth 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 |
|---|---|---|---|---|---|
| Krew Michael Barber | Nepsis, Inc. independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 7, 2025 | Jan 14, 2026 (68 d) |
| Taylor Philip Moran | Portfolio Advisory Council,L.L.C. independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 1, 2024 | Mar 15, 2024 |
| Eric N. Becker | Raymond James & Associates, Inc. national BD | Guardian Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 22, 2023 | Feb 27, 2023 |
| John Gregory Keyes | Kopp Investment Advisors other | Guardian Wealth Advisors, LLC other | Other | Mar 3, 2016 | Mar 10, 2016 |
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4 moves match.