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 Drive Wealth Advisers

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
Dane Joshua JensenBeacon Pointe Advisors, LLC independent RIADrive Wealth Advisers independent RIARIA to RIAAug 31, 2026Sep 2, 2026
Elias Stephen PatrickCrewe Advisors independent RIADrive Wealth Advisers independent RIARIA to RIAJul 14, 2025Dec 2, 2025 (141 d)
Adam Keeler JonesKeeler Thomas Management LLC independent RIADrive Wealth Advisers independent RIARIA to RIAMay 21, 2025Feb 18, 2025
Joshua Paul CoombsKeeler Thomas Management LLC independent RIADrive Wealth Advisers independent RIARIA to RIAMay 21, 2025Dec 20, 2024
Scott Mons BroadbentAcquire Consult LLC unclassifiedDrive Wealth Advisers independent RIAOtherJan 10, 2025May 14, 2026 (489 d)
Kaige Byron KorthKeeler Thomas Management LLC independent RIADrive Wealth Advisers independent RIARIA to RIAJan 8, 2025Jan 22, 2025
Jay Lamarr WellsForesight Wealth Management, LLC independent RIADrive Wealth Advisers independent RIARIA to RIAApr 17, 2023Oct 11, 2022
Brenton M RipleyForesight Wealth Management, LLC independent RIADrive Wealth Advisers independent RIARIA to RIADec 20, 2022Oct 11, 2022
Daniel Mark WilsonForesight Wealth Management, LLC independent RIADrive Wealth Advisers independent RIARIA to RIADec 16, 2022Oct 16, 2024 (670 d)
Benjamin Kevin ChappellForesight Wealth Management, LLC independent RIADrive Wealth Advisers independent RIARIA to RIANov 28, 2022Oct 11, 2022
Alec L FergusonMorgan Stanley wirehouseDrive Wealth Advisers independent RIAWirehouse to independent RIAJul 26, 2022Aug 24, 2022
Michael Jonathan WalshWells Fargo Advisors wirehouseDrive Wealth Advisers independent RIAWirehouse to independent RIANov 12, 2021Nov 5, 2021
Todd S SkousenMagellan Capital LLC unclassifiedDrive Wealth Advisers independent RIAOtherMar 9, 2021Mar 10, 2021
Avereigh Layne ClarkeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDrive Wealth Advisers independent RIAWirehouse to independent RIAMar 8, 2021Mar 8, 2021
Lynn A. GilbertMagellan Capital LLC unclassifiedDrive Wealth Advisers independent RIAOtherJan 7, 2021Mar 26, 2021 (78 d)
Michael Daniel ReidMagellan Capital LLC unclassifiedDrive Wealth Advisers independent RIAOtherJan 7, 2021Jan 11, 2021
Jeffrey Carl IngersollMagellan Capital LLC unclassifiedDrive Wealth Advisers independent RIAOtherJan 7, 2021Jan 13, 2021
Craig Gerald DavisFinancial Insights Wealth Management independent RIADrive Wealth Advisers independent RIARIA to RIAMay 18, 2020Jul 21, 2020 (64 d)
Grant Milo RowanCrewe Advisors independent RIADrive Wealth Advisers independent RIARIA to RIAMar 19, 2019Mar 27, 2019
Richard Kent BairdHolly Street Wealth Advisors otherDrive Wealth Advisers independent RIAOtherSep 29, 2017Oct 16, 2017
Benjamin James MarshallLefavi Wealth Management otherDrive Wealth Advisers independent RIAOtherJun 5, 2017Jun 6, 2017
Alexander Parkinson CallLearnvest Planning Services, LLC no RAUMDrive Wealth Advisers independent RIAOtherApr 3, 2017Apr 21, 2017
Taylor M VowlesSilber Bennett Financial, Inc. unclassifiedDrive Wealth Advisers independent RIAOtherJul 17, 2015Jan 9, 2018 (907 d)
Lowell Charles CrabbAndina Advisors otherDrive Wealth Advisers independent RIAOtherMay 21, 2015Feb 6, 2015
Page 1 of 1
24 moves match.