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 Acima Private Wealth 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 |
|---|---|---|---|---|---|
| Patricia Soileau | Kinloch Capital, LLC independent RIA | Acima Private Wealth LLC independent RIA | RIA to RIA | Jun 9, 2026 | May 15, 2026 |
| Matthew Tyler Williams | Heritage Wealth Advisors other | Acima Private Wealth LLC no RAUM | Other | Mar 24, 2016 | Feb 8, 2016 |
| Gary Mitchell Gore | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Acima Private Wealth LLC other | Other | Feb 13, 2015 | Apr 15, 2016 (427 d) |
| Robert Franklin Hill | Shenandoah Partners, LLC unclassified | Acima Private Wealth LLC independent RIA | Other | Jan 10, 2006 | Aug 17, 2021 (5698 d) |
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4 moves match.