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 One Advisory Partners, 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
Jordan JensenSoltis Investment Advisors, LLC independent RIAOne Advisory Partners, LLC independent RIARIA to RIAJun 23, 2025Jun 18, 2025
Jeffrey DavisAmeriprise Financial Services, LLC national BDOne Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2025Apr 18, 2025
Scott Andrew RojasEclectic Associates, Inc. independent RIAOne Advisory Partners, LLC independent RIARIA to RIAMar 3, 2025Aug 26, 2025 (176 d)
Ruth TorresMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOne Advisory Partners, LLC independent RIAWirehouse to independent RIADec 10, 2024Jan 20, 2025 (41 d)
William Andrew SniderLido independent RIAOne Advisory Partners, LLC independent RIARIA to RIAJul 10, 2024Apr 22, 2025 (286 d)
Christel Parkinson TurkiewiczNorthwest Investment Counselors independent RIAOne Advisory Partners, LLC independent RIARIA to RIANov 20, 2023Jun 16, 2025 (574 d)
Paul Edward StaniszewskiCarlson Financial independent RIAOne Advisory Partners, LLC independent RIARIA to RIAJun 1, 2022Sep 21, 2022 (112 d)
Melissa Jane EllisSapphire Wealth Planning LLC state registeredOne Advisory Partners, LLC mixed wealthOtherDec 31, 2021Jan 31, 2018
Daniel J MillerCambridge Investment Research Advisors, Inc. otherOne Advisory Partners, LLC otherOtherJul 8, 2015Jul 3, 2015
Ronald Nelson SandersWealth Management Advisors Inc otherOne Advisory Partners, LLC no RAUMOtherMay 9, 2013Mar 22, 2012
Jonathan Lawrence BoozeWealth Management Advisors Inc otherOne Advisory Partners, LLC no RAUMOtherMay 9, 2013Mar 22, 2012
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11 moves match.