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 Everspire
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 |
|---|---|---|---|---|---|
| Christopher Brian Pelley | Apollon Wealth Management, LLC independent RIA | Everspire independent RIA | RIA to RIA | Mar 31, 2026 | Mar 26, 2026 |
| Alan Bradley Faerber | Bountiful Financial Planning LLC unclassified | Everspire independent RIA | Other | Jun 5, 2025 | Jun 26, 2025 |
| Jeremiah Wayne Hughes | Morgan Stanley wirehouse | Everspire independent RIA | Wirehouse to independent RIA | Oct 22, 2024 | Oct 14, 2024 |
| Jeremiah Anthony Sanchez | Onedigital institutional | Everspire independent RIA | Other | May 22, 2024 | Aug 26, 2024 (96 d) |
| Devin Paul Frampton | Guerrilla Advisors LLC unclassified | Everspire independent RIA | Other | Jan 2, 2024 | Dec 11, 2023 |
| Benjamin Lynn Cannon | Titan Securities unclassified | Everspire independent RIA | Other | May 25, 2023 | Jun 5, 2023 |
| Michael Loryn Ross | Titan Securities unclassified | Everspire independent RIA | Other | May 25, 2023 | Jun 8, 2023 |
| Thomas Melburn | Kingswood Wealth Advisors, LLC independent RIA | Everspire independent RIA | RIA to RIA | Dec 9, 2022 | Jan 4, 2023 |
| Adam Robert Cook | Colwyn Investments Lc state registered | Everspire independent RIA | Other | Jul 16, 2021 | Jul 6, 2021 |
| Jason Howard Lindquist | Cederian Investments, LLC unclassified | Everspire independent RIA | Other | Dec 5, 2017 | Dec 7, 2017 |
| Gerilyn Beck Merrill | Cederian Investments, LLC unclassified | Everspire independent RIA | Other | Nov 16, 2016 | Nov 17, 2016 |
| Mark Lott | Girard Securities, Inc. other | Everspire independent RIA | Other | Feb 1, 2016 | Jan 14, 2019 (1078 d) |
| Roy Russell Jones | LPL Financial LLC other | Everspire independent RIA | Other | Jul 7, 2015 | Aug 14, 2015 (38 d) |
| Joshua Paul Edward Dale Ray Jones | LPL Financial LLC other | Everspire independent RIA | Other | Jul 7, 2015 | Aug 14, 2015 (38 d) |
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14 moves match.