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 Acorn Wealth Advisors, 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
Benjamin Dean OliverOliver Lagore Vanvalin Investment Group, Inc. independent RIAAcorn Wealth Advisors, LLC independent RIARIA to RIAJun 30, 2025Jun 30, 2025
Gery Joseph SadzewiczWealthstar Advisors, LLC otherAcorn Wealth Advisors, LLC no RAUMOtherOct 6, 2014Feb 27, 2014
Todd Paul TarantinoAmeriprise Financial Services, LLC national BDAcorn Wealth Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 28, 2014May 19, 2014
James Joseph BarrettAmeriprise Financial Services, LLC national BDAcorn Wealth Advisors, LLC otherOtherMay 28, 2014Jul 10, 2014 (43 d)
Christopher Conn RussellAmeriprise Financial Services, LLC national BDAcorn Wealth Advisors, LLC otherOtherMay 28, 2014Jul 11, 2014 (44 d)
Noah C MorganAmeriprise Financial Services, LLC national BDAcorn Wealth Advisors, LLC otherOtherMay 28, 2014Jul 10, 2014 (43 d)
John Patrick StelmanStelman & Associates, LLC unclassifiedAcorn Wealth Advisors, LLC independent RIAOtherMar 16, 2011Jul 11, 2018 (2674 d)
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7 moves match.