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 Tidal Creek Capital 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 |
|---|---|---|---|---|---|
| Alex Charles Meintel | Dividend Assets Capital, LLC independent RIA | Tidal Creek Capital Advisors independent RIA | RIA to RIA | Sep 2, 2026 | Sep 2, 2026 |
| Jacob Tyler Dixon | Florida Financial Advisors, LLC BD affiliated | Tidal Creek Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2025 | Jan 8, 2026 (71 d) |
| Alan Karlis Lane | LPL Financial LLC BD affiliated | Tidal Creek Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2023 | Oct 1, 2023 |
| Edward Pinckney Taylor | Dividend Assets Capital, LLC independent RIA | Tidal Creek Capital Advisors independent RIA | RIA to RIA | Sep 26, 2018 | Feb 21, 2018 |
| Jonathan Hunter Boyd | Intervest International, Inc. other | Tidal Creek Capital Advisors independent RIA | Other | Aug 4, 2017 | Aug 3, 2017 |
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5 moves match.