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 Purewater Capital, 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
Bezan Fred MorrisRaymond James & Associates, Inc. national BDPurewater Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2025Oct 10, 2025
Arynton Senna HardyHardy Capital Investments LLC unclassifiedPurewater Capital, LLC independent RIAOtherDec 22, 2024Nov 16, 2022
Timothy Ochoa HatcherThe Pacific Group independent RIAPurewater Capital, LLC independent RIARIA to RIAOct 2, 2019Aug 30, 2019
Corey F ScottThe Pacific Group independent RIAPurewater Capital, LLC independent RIARIA to RIAOct 1, 2019Aug 30, 2019
Scott David WinsteadEquitable Advisors, LLC national BDPurewater Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2013Feb 19, 2013 (41 d)
Mark Austin BerryEquitable Advisors, LLC national BDPurewater Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2013Feb 19, 2013 (41 d)
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6 moves match.