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 Motiv8 Investments 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.

AdvisorFromToTypeLeftRegistered
Dirk Eugene PalmerOwlfi independent RIAMotiv8 Investments LLC independent RIARIA to RIAAug 15, 2024Apr 29, 2021
Jane Elizabeth BouretteJwkodak Capital Management, LLC otherMotiv8 Investments LLC independent RIAOtherJan 3, 2024Oct 12, 2023
Christina Worth KemprecosJwkodak Capital Management, LLC otherMotiv8 Investments LLC independent RIAOtherJan 2, 2024Oct 16, 2023
Sean Allen MasonCreativeone Wealth, LLC independent RIAMotiv8 Investments LLC independent RIARIA to RIASep 6, 2022Sep 8, 2022
Owen P TennysonFoundations Investment Advisors LLC independent RIAMotiv8 Investments LLC independent RIARIA to RIAFeb 28, 2022Mar 18, 2022
Andrey N KolpakovPnc Managed Account Solutions, Inc. BD affiliatedMotiv8 Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2021May 25, 2022 (229 d)
Stephen Glynn DyerFusion Capital, LLC independent RIAMotiv8 Investments LLC independent RIARIA to RIAMar 31, 2021Apr 20, 2021
Danny Cory HowesEast Coast Tax And Financial Planning unclassifiedMotiv8 Investments LLC no RAUMOtherNov 16, 2020Mar 13, 2017
Katherine Mary StienessenHarbour Investments, Inc. independent RIAMotiv8 Investments LLC independent RIARIA to RIAMay 13, 2019May 17, 2019
Brent Emmanuel ChavezIntegrity Alliance, LLC independent RIAMotiv8 Investments LLC independent RIARIA to RIAJan 30, 2019Feb 1, 2019
David William BushAllos Investment Advisors, LLC independent RIAMotiv8 Investments LLC independent RIARIA to RIAOct 30, 2018May 14, 2019 (196 d)
Nancy Lee BartolameolliWoodcrest Investments, LLC unclassifiedMotiv8 Investments LLC no RAUMOtherDec 31, 2017Mar 30, 2017
Michael Gerald TerrioThe Terrio Group unclassifiedMotiv8 Investments LLC no RAUMOtherDec 22, 2017Dec 19, 2016
Elliot Thomas OmansonUSA Financial Securities LLC otherMotiv8 Investments LLC otherOtherJun 27, 2017Jun 29, 2017
Patrick Daniel MunnerlynOnpointe Advisory And Financial Services, LLC otherMotiv8 Investments LLC no RAUMOtherJun 7, 2017Feb 1, 2017
Yerel Saldivar MoralesAe Wealth Management, LLC otherMotiv8 Investments LLC no RAUMOtherApr 6, 2017Mar 24, 2017
Richard Allen BeanCg Advisory Services otherMotiv8 Investments LLC no RAUMOtherMar 28, 2017Feb 13, 2017
Mark Edward StrattonLPL Financial LLC otherMotiv8 Investments LLC otherOtherJan 28, 2017Sep 5, 2017 (220 d)
Carlton Scott PhillipsBrookstone Capital Management LLC otherMotiv8 Investments LLC otherOtherJul 13, 2016Aug 3, 2017 (386 d)
Tad Michael SacheckIntegrity Alliance, LLC otherMotiv8 Investments LLC otherOtherApr 9, 2015Apr 11, 2017 (733 d)
Joshua Karl GreenbergAmerican Investment Services otherMotiv8 Investments LLC otherOtherJan 30, 2012Jul 26, 2017 (2004 d)
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21 moves match.