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 Oneseven
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 |
|---|---|---|---|---|---|
| Nicholas Silberschlag | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 13, 2026 |
| Jason Legrand Slade | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Christopher R Mariner | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 14, 2026 |
| Brian Dennis Trimble | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 10, 2026 |
| Derek Glenn Trythall | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Christopher W. Bryant | Crux Wealth Advisors independent RIA | Oneseven independent RIA | RIA to RIA | Jan 20, 2026 | Jan 20, 2026 |
| Evan Zollinger | LPL Financial LLC BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2025 | Dec 9, 2025 (32 d) |
| Brian M. Marino | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 9, 2025 | Sep 15, 2025 |
| Eugen Craciun | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 9, 2025 | Sep 15, 2025 |
| Timothy Ray Martin | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 9, 2025 | Sep 15, 2025 |
| Michael Robert Cianciola | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 9, 2025 | Sep 15, 2025 |
| Matthew Michael Marasch | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 9, 2025 | Sep 15, 2025 |
| Jeanne Kearns Hagar | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 8, 2025 | Sep 8, 2025 |
| Thomas Michael Burger | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 8, 2025 | Sep 17, 2025 |
| Johnathan Charles Breen | World Investment Advisors, LLC other | Oneseven independent RIA | Other | Oct 8, 2025 | Sep 17, 2025 |
| Thomas Giltner | MML Investors Services, LLC BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Sep 30, 2025 |
| Austin Phillip Barnard | What About US Financial state registered | Oneseven independent RIA | Other | Sep 25, 2025 | Apr 15, 2026 (202 d) |
| Melissa Susan Brown | Kestra Advisory Services, LLC BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2025 | Jun 22, 2026 (272 d) |
| Augustus L Martz | Truist Advisory Services, Inc. BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 1, 2025 |
| William Dale Thomas | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 4, 2025 |
| Matthew Girard Wracher | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 4, 2025 |
| Jeffery Scott Spicer | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 7, 2025 |
| Jason Christopher Dilauro | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 4, 2025 |
| Robert Matthew Depalma | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 4, 2025 |
| David Lynn Archer | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 4, 2025 |
| Nathan William Cope | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 7, 2025 |
| Racco Joseph Dilauro | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 2, 2025 |
| Sean Matthew Wracher | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2025 | Jul 2, 2025 |
| Robert Joseph Campbell | B. Riley Wealth Advisors, Inc. BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | Jun 6, 2025 |
| Clancy J Atkinson | B. Riley Wealth Advisors, Inc. BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | May 30, 2025 |
| John Patrick Potter | B. Riley Wealth Advisors, Inc. BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | May 30, 2025 |
| Thomas Raymond Skelton | B. Riley Wealth Advisors, Inc. BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | May 30, 2025 |
| Daniel Vincent Klusty | Shelton Capital Management other | Oneseven independent RIA | Other | May 27, 2025 | Jul 23, 2025 (57 d) |
| Emme Elizabeth Phillips | Strategic Advisers LLC national BD | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2025 | Apr 10, 2025 |
| Alexander Joseph Angst | Newedge Advisors BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2025 | Apr 3, 2025 |
| George Steven Wolfe | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2025 | Apr 1, 2025 |
| Lila Shay Wolfe | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2025 | Apr 1, 2025 |
| Joni Rametta | Wr Wealth Planners LLC independent RIA | Oneseven independent RIA | RIA to RIA | Mar 27, 2025 | Feb 6, 2025 |
| Juan M. Castaneda | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Oneseven independent RIA | Wirehouse to independent RIA | Mar 24, 2025 | Jul 11, 2025 (109 d) |
| Patrick Michael Moran | Morgan Stanley wirehouse | Oneseven independent RIA | Wirehouse to independent RIA | Mar 3, 2025 | Feb 20, 2025 |
| Steven Reynold Ryan | Regal Investment Advisors LLC BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2024 | Dec 18, 2024 |
| Anne B. Johnston | Truclarity Wealth Advisors independent RIA | Oneseven independent RIA | RIA to RIA | Dec 20, 2024 | Dec 2, 2025 (347 d) |
| Arthur William Brand | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2024 | Nov 4, 2024 |
| H Todd Roggen | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2024 | Nov 4, 2024 |
| Andrew Raymond Thiem | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Oneseven independent RIA | Wirehouse to independent RIA | Oct 8, 2024 | Nov 7, 2024 |
| Jennifer Laurel Krever-Shintani | Edelman Financial Engines independent RIA | Oneseven independent RIA | RIA to RIA | Sep 27, 2024 | Aug 30, 2024 |
| Joshua J Flade | Townsquare Capital, LLC asset manager | Oneseven independent RIA | Other | Sep 4, 2024 | Sep 16, 2024 |
| Patrick John Volk | Abich Financial Wealth Management, LLC independent RIA | Oneseven independent RIA | RIA to RIA | Aug 28, 2024 | Nov 18, 2024 (82 d) |
| James Curran | X Advisors, LLC independent RIA | Oneseven independent RIA | RIA to RIA | May 17, 2024 | May 17, 2024 |
| Christopher Robin Lakian | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2024 | Apr 26, 2024 |
| Timothy James Valentine | Balanced Wealth Group LLC independent RIA | Oneseven independent RIA | RIA to RIA | Apr 10, 2024 | Apr 24, 2024 |
| Bernard Karl Semon | Raymond James & Associates, Inc. national BD | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2024 | Apr 3, 2024 |
| James P Selu | Edelman Financial Engines mixed wealth | Oneseven independent RIA | RIA to RIA | Mar 15, 2024 | Feb 16, 2024 |
| Thomas Elvin Bass | Global Asset Management Group unclassified | Oneseven independent RIA | Other | Mar 12, 2024 | Jul 23, 2024 (133 d) |
| Stephen Paul Shaffer | Latitude Advisors, LLC independent RIA | Oneseven independent RIA | RIA to RIA | Mar 1, 2024 | Apr 9, 2024 (39 d) |
| Keith Steven Beggs | Steadfast Financial Planning, LLC unclassified | Oneseven independent RIA | Other | Dec 31, 2023 | Nov 30, 2022 |
| Victoria Elizabeth Wiggins | Jrp Capital Corp independent RIA | Oneseven independent RIA | RIA to RIA | Dec 31, 2023 | May 30, 2023 |
| John Mccreary Susin | Red Oak Capital Management, Inc. independent RIA | Oneseven independent RIA | RIA to RIA | Nov 3, 2023 | Apr 24, 2023 |
| Philip Herbert Ellis | Red Oak Capital Management, Inc. independent RIA | Oneseven independent RIA | RIA to RIA | Nov 3, 2023 | May 1, 2023 |
| Neil Charles Garrison | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Sep 29, 2023 |
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119 moves match.