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 West Ridge Advisors
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 |
|---|---|---|---|---|---|
| Zachary Thorne Taylor | Arista Wealth Management, LLC independent RIA | West Ridge Advisors independent RIA | RIA to RIA | Mar 20, 2025 | Mar 11, 2025 |
| Brian J Stoker | Gwn Securities Inc. BD affiliated | West Ridge Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2020 | Feb 24, 2020 |
| Michael Dean Nestman | Arista Wealth Management, LLC other | West Ridge Advisors independent RIA | Other | Dec 16, 2015 | Apr 25, 2016 (131 d) |
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3 moves match.