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 Vest Financial 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
Matthew J RodgersClarkston Capital Partners, LLC otherVest Financial LLC asset managerOtherMay 4, 2026Jul 6, 2026 (63 d)
Kevin J MillerPt Asset Management, LLC asset managerVest Financial LLC asset managerOtherJan 23, 2026Oct 27, 2025
David Edward AchzetPierce Wealth Partners, Inc. state registeredVest Financial LLC asset managerOtherApr 22, 2025Feb 20, 2026 (304 d)
Nicholas David SherrillCapital Client Group, Inc. no RAUMVest Financial LLC asset managerOtherAug 14, 2024Mar 17, 2026 (580 d)
Andrew TorokCharles Schwab & Co., Inc. national BDVest Financial LLC asset managerOtherJun 18, 2024Sep 11, 2024 (85 d)
Spencer William Francis OrganWells Fargo Advisors wirehouseVest Financial LLC asset managerOtherMay 23, 2024Nov 3, 2025 (529 d)
Patrick ScanlonPutnam Investment Management, LLC asset managerVest Financial LLC asset managerOtherJan 24, 2024May 7, 2025 (469 d)
Daniel SablikLifepro Asset Management independent RIAVest Financial LLC asset managerOtherAug 2, 2023Jan 27, 2024 (178 d)
Alyson T RussMorgan Stanley wirehouseVest Financial LLC asset managerOtherDec 2, 2021Sep 25, 2023 (662 d)
Christopher James MortimerProshare Advisors LLC otherVest Financial LLC no RAUMOtherJul 10, 2015Jul 31, 2015
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10 moves match.