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 Provident 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 |
|---|---|---|---|---|---|
| Jeffrey Douglas Hackett | Strategic Advisers LLC national BD | Provident Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 14, 2025 | Aug 26, 2025 |
| Peter Alexander Kitzerow | Free Market Financial, Inc. unclassified | Provident Wealth Advisors, LLC state registered | Other | Aug 11, 2025 | Aug 22, 2015 |
| Ashley Leanne Owens | Osaic Advisory Services, LLC BD affiliated | Provident Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 16, 2024 | Feb 3, 2025 (49 d) |
| Daniel Coral Goodwin | Gradient Advisors, LLC no RAUM | Provident Wealth Advisors, LLC state registered | Other | Jan 3, 2012 | Jun 15, 2011 |
| Dina Siracusa Tupper | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Provident Wealth Advisors, LLC state registered | Wirehouse to a state-registered adviser | Dec 31, 2007 | Jul 12, 2018 (3846 d) |
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5 moves match.