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 Adams Wealth 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.

AdvisorFromToTypeLeftRegistered
Scott Edward LeavittFinancial Life Advisors independent RIAAdams Wealth Advisors independent RIARIA to RIAMay 4, 2026May 28, 2026
Charles Paul WalshThrivent Investment Management Inc. BD affiliatedAdams Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2025Nov 16, 2025 (58 d)
Trey J FarrerFidelity Personal And Workplace Advisors BD affiliatedAdams Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2025Feb 11, 2025 (36 d)
Robert Bruce ReayMorgan Stanley wirehouseAdams Wealth Advisors independent RIAWirehouse to independent RIANov 29, 2023Apr 8, 2024 (131 d)
David Patrick KastnerCharles Schwab & Co., Inc. national BDAdams Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2022May 17, 2022
Patrick Cormac MurphyCharles Schwab Investment Advisory, Inc independent RIAAdams Wealth Advisors independent RIARIA to RIAApr 13, 2020Apr 6, 2020
Douglas Bradley PetersonKovack Advisors, Inc. BD affiliatedAdams Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2020Aug 28, 2020 (210 d)
Brendan Mark DennisThe Insight Group, Inc. independent RIAAdams Wealth Advisors independent RIARIA to RIAJan 18, 2019Jan 25, 2019
Dan Eugene JessopAllegis Investment Advisors, LLC independent RIAAdams Wealth Advisors independent RIARIA to RIAJul 19, 2018Jul 24, 2018
Steven Craig AdamsAllegis Investment Advisors, LLC otherAdams Wealth Advisors no RAUMOtherOct 2, 2017Sep 12, 2017
Ryan Mathew BohmAllegis Investment Advisors, LLC otherAdams Wealth Advisors otherOtherOct 2, 2017Oct 10, 2017
Tanner Tessmer DanceAllegis Investment Advisors, LLC otherAdams Wealth Advisors otherOtherOct 2, 2017Oct 10, 2017
Riley Stevens CrosbieAllegis Investment Advisors, LLC otherAdams Wealth Advisors otherOtherOct 2, 2017Oct 10, 2017
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13 moves match.