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 One Wealth Investors

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
Vishail SinghOmnia Family Wealth, LLC independent RIAOne Wealth Investors independent RIARIA to RIAMar 4, 2025Mar 7, 2025
Jeremy Paul DickerPark Avenue Securities LLC BD affiliatedOne Wealth Investors independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Jul 12, 2023
Ryan ClearyPark Avenue Securities LLC BD affiliatedOne Wealth Investors independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Jul 11, 2023
Brandon Wells TesarPark Avenue Securities LLC BD affiliatedOne Wealth Investors independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Jul 12, 2023
Timothy Jerald PearcePark Avenue Securities LLC BD affiliatedOne Wealth Investors independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Jul 11, 2023
Jordan Alan LinnFortitude Advisory Group L.L.C. independent RIAOne Wealth Investors independent RIARIA to RIAOct 15, 2019Oct 25, 2017
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6 moves match.