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 Oakwell Private Wealth Management

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 Andrew LindleyFoguth Wealth Management, LLC. independent RIAOakwell Private Wealth Management independent RIARIA to RIASep 25, 2025Oct 10, 2025
Lindsay Nicole HaasAmeritas Advisory Services, LLC BD affiliatedOakwell Private Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2025Feb 6, 2025
Reagan Leann HelfandAmeriprise Financial Services, LLC national BDOakwell Private Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 31, 2024Nov 13, 2024
Patrick Garrett DeistHilltop Securities Inc. BD affiliatedOakwell Private Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2024Mar 25, 2024
Touchstone Kyte McdonaldStrategic Financial Concepts, LLC otherOakwell Private Wealth Management otherOtherApr 4, 2017Jul 22, 2016
Richard Clay RobbinsStrategic Financial Concepts, LLC otherOakwell Private Wealth Management otherOtherMar 28, 2017Mar 29, 2017
Eric Arthur VordenbaumStrategic Financial Concepts, LLC otherOakwell Private Wealth Management independent RIAOtherDec 21, 2016Feb 16, 2024 (2613 d)
Jeffrey Edward SochaEagle Strategies LLC otherOakwell Private Wealth Management otherOtherDec 2, 2015Oct 26, 2015
Chris Michael ChristensenStrategic Financial Concepts, LLC otherOakwell Private Wealth Management otherOtherAug 11, 2015Aug 11, 2015
Brian Thomas BoswellVsr Advisory Services otherOakwell Private Wealth Management otherOtherFeb 24, 2015Feb 26, 2015
Brett Olan WheelerPlanmember Securities Corporation otherOakwell Private Wealth Management otherOtherApr 12, 2012Apr 26, 2012
Laurent BoumazaSagepoint Financial, Inc. otherOakwell Private Wealth Management otherOtherDec 15, 2008Sep 16, 2015 (2466 d)
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12 moves match.