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 Revisor Wealth Management 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 |
|---|---|---|---|---|---|
| Noah Matthew Allen Meyers | Edgetech Analytics, LLC state registered | Revisor Wealth Management LLC independent RIA | Other | Dec 9, 2025 | Apr 14, 2026 (126 d) |
| Bernard John Mckinney | Independence Capital Co., Inc. independent RIA | Revisor Wealth Management LLC independent RIA | RIA to RIA | Dec 31, 2024 | Feb 26, 2015 |
| Bradley James Wise | Ast Investment Services, Inc. asset manager | Revisor Wealth Management LLC independent RIA | Other | Nov 4, 2020 | Apr 3, 2025 (1611 d) |
| Landon Ray Jones | Independence Capital Co., Inc. independent RIA | Revisor Wealth Management LLC independent RIA | RIA to RIA | Apr 5, 2017 | Jan 9, 2014 |
Page 1 of 1
4 moves match.