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 Acorns
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 |
|---|---|---|---|---|---|
| Anthony Joseph Marchetti | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Acorns independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Dec 4, 2025 (71 d) |
| Julie Ann Albright | USA Financial Securities LLC independent RIA | Acorns independent RIA | RIA to RIA | Mar 5, 2024 | Mar 19, 2024 |
| Kristin M Justavino | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Acorns independent RIA | Wirehouse to independent RIA | May 2, 2022 | May 19, 2022 |
| Matthew Gregory Caison | Wells Fargo Advisors wirehouse | Acorns independent RIA | Wirehouse to independent RIA | Mar 29, 2022 | Feb 1, 2024 (674 d) |
| Tessa Champlin | USA Financial Securities LLC independent RIA | Acorns independent RIA | RIA to RIA | Aug 16, 2021 | Sep 3, 2021 |
| Denise Chisolm | Globalt Investments independent RIA | Acorns independent RIA | RIA to RIA | Jun 14, 2021 | Jul 28, 2022 (409 d) |
| Alicia Marie Saunders | Park Avenue Securities LLC BD affiliated | Acorns independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2021 | Feb 5, 2024 (971 d) |
| Jenny Lynn Olsonedwards | Pfg Advisors independent RIA | Acorns independent RIA | RIA to RIA | May 14, 2021 | Jun 15, 2021 (32 d) |
| Paul Sharp | J.P. Morgan Securities LLC wirehouse | Acorns independent RIA | Wirehouse to independent RIA | Apr 8, 2021 | Nov 19, 2021 (225 d) |
| Sean Robert Dignan | Srd Capital Management unclassified | Acorns no RAUM | Other | Dec 31, 2019 | Sep 27, 2013 |
| Patrick Kevin Dailey | Northwestern Mutual Investment Services,LLC other | Acorns other | Other | Dec 17, 2014 | Mar 20, 2015 (93 d) |
| Eric Cameron Targoff | Morgan Stanley wirehouse | Acorns other | Other | Dec 10, 2014 | Mar 20, 2015 (100 d) |
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12 moves match.