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 Post Oak Private 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.

AdvisorFromToTypeLeftRegistered
David Evan MarionSanta Fe Advisors LLC independent RIAPost Oak Private Wealth Advisors independent RIARIA to RIAOct 2, 2025Oct 1, 2025
Marium Yamile MurphyMosaic Advisors independent RIAPost Oak Private Wealth Advisors independent RIARIA to RIAMar 29, 2024Apr 4, 2024
Austin John NeddenriepLPL Financial LLC independent RIAPost Oak Private Wealth Advisors independent RIARIA to RIAMay 31, 2022Jul 5, 2022 (35 d)
Jason Michael BurdineIncomar Investments, LLC otherPost Oak Private Wealth Advisors independent RIAOtherOct 17, 2019Jul 23, 2019
Edmund Scott BorgmeierWells Fargo Advisors wirehousePost Oak Private Wealth Advisors independent RIAWirehouse to independent RIAJun 4, 2018May 30, 2018
Jaimin Michael GarabedianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePost Oak Private Wealth Advisors independent RIAWirehouse to independent RIAOct 2, 2017Sep 29, 2017
Samir SinhaBok Financial Asset Management, Inc. otherPost Oak Private Wealth Advisors independent RIAOtherFeb 24, 2015Jul 22, 2017 (879 d)
Donna Marie BehlerFsc Securities Corporation otherPost Oak Private Wealth Advisors independent RIAOtherJun 14, 2013Jun 18, 2013
Robert M. Wyrick, Jr.Fsc Securities Corporation otherPost Oak Private Wealth Advisors independent RIAOtherJun 12, 2013Apr 20, 2012
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9 moves match.