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 Arrowroot Family Office, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew John Marshall | Kestra Advisory Services, LLC BD affiliated | Arrowroot Family Office, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 12, 2025 | Jan 1, 2026 |
| Crystal Annette Mcmahon | Great Life Investing unclassified | Arrowroot Family Office, LLC independent RIA | Other | Jan 10, 2024 | Dec 8, 2023 |
| Matthew Scott Mcewen | Edward Jones national BD | Arrowroot Family Office, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2022 | Jul 15, 2022 |
| Michael Murray Knittel | Lagunitas Asset Management, LLC independent RIA | Arrowroot Family Office, LLC independent RIA | RIA to RIA | Jun 7, 2022 | Dec 6, 2024 (913 d) |
| Mark Ryan Mccarron | Bond Wealth Management, LLC unclassified | Arrowroot Family Office, LLC independent RIA | Other | Feb 1, 2021 | Dec 23, 2020 |
| Diane Lynn Young | Financial Gravity Asset Management, Inc. independent RIA | Arrowroot Family Office, LLC independent RIA | RIA to RIA | Nov 14, 2019 | Feb 8, 2022 (817 d) |
| Benjamin Porras | Ep Wealth Advisors independent RIA | Arrowroot Family Office, LLC independent RIA | RIA to RIA | Mar 1, 2019 | Feb 20, 2019 |
| Irene Gerasimos Apergis | Kls Professional Advisors Group, LLC other | Arrowroot Family Office, LLC independent RIA | Other | Feb 4, 2016 | Aug 5, 2017 (548 d) |
| Ryan De Silva | Nuveen Asset Management, LLC other | Arrowroot Family Office, LLC independent RIA | Other | Sep 9, 2015 | Aug 5, 2017 (696 d) |
| Roberto Francisco Santos | J.P. Morgan Securities LLC wirehouse | Arrowroot Family Office, LLC independent RIA | Wirehouse to independent RIA | Jul 29, 2011 | Oct 10, 2013 (804 d) |
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10 moves match.