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 Covenant 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 |
|---|---|---|---|---|---|
| Cameron Alex Malekuti | Halo Capital Management state registered | Covenant Wealth Advisors independent RIA | Other | Feb 9, 2026 | Feb 17, 2026 |
| Anthony Mark Castaldi | Concentric independent RIA | Covenant Wealth Advisors independent RIA | RIA to RIA | Sep 2, 2025 | Sep 5, 2025 |
| Andrew Nathan Casteel | Acorn Financial Advisory Services, Inc. independent RIA | Covenant Wealth Advisors independent RIA | RIA to RIA | Jan 31, 2025 | Jan 3, 2025 |
| Matthew Patrick Brennan | Acorn Financial Advisory Services, Inc. independent RIA | Covenant Wealth Advisors independent RIA | RIA to RIA | Dec 21, 2023 | Dec 4, 2023 |
| Adam Kenneth Smith | Acorn Financial Advisory Services, Inc. independent RIA | Covenant Wealth Advisors independent RIA | RIA to RIA | Dec 21, 2023 | Dec 4, 2023 |
| Megan Weldon Waters | UBS Financial Services Inc. wirehouse | Covenant Wealth Advisors independent RIA | Wirehouse to independent RIA | Nov 22, 2021 | Nov 17, 2021 |
| Walter Scott Hurt | Ameriprise Financial Services, LLC national BD | Covenant Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2020 | Feb 20, 2020 |
| Thomas Broderick Mullins | Thompson Siegel & Walmsley LLC asset manager | Covenant Wealth Advisors independent RIA | Other | Oct 4, 2019 | Dec 8, 2020 (431 d) |
| Mark Rudd Fonville | Lwi Financial Inc. BD affiliated | Covenant Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2018 | Apr 13, 2018 |
| Katherine Shelton Fonville | Wells Fargo Advisors wirehouse | Covenant Wealth Advisors independent RIA | Wirehouse to independent RIA | Oct 7, 2010 | Oct 25, 2010 |
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10 moves match.