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 Aerodigm 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 |
|---|---|---|---|---|---|
| Clayton Scott Johnson | Squire Wealth Advisors independent RIA | Aerodigm Wealth LLC independent RIA | RIA to RIA | Apr 23, 2025 | Apr 29, 2025 |
| Erick Alexander Aguayo | Triad Wealth Partners, LLC independent RIA | Aerodigm Wealth LLC independent RIA | RIA to RIA | Mar 26, 2024 | Feb 27, 2026 (703 d) |
| Jared Christopher Siegel | LPL Financial LLC other | Aerodigm Wealth LLC independent RIA | Other | Dec 1, 2009 | Aug 20, 2016 (2454 d) |
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3 moves match.