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 Centennial Advisors, 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
Abraham MartinezFisher Investments independent RIACentennial Advisors, LLC independent RIARIA to RIAMay 21, 2026Jun 3, 2026
Jason Carroll SmithRaymond James & Associates, Inc. national BDCentennial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2024Oct 28, 2024
Friend Michael WilliamsPark Avenue Securities LLC BD affiliatedCentennial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2021Apr 19, 2021
Jonathan Blake BurklundAe Wealth Management, LLC independent RIACentennial Advisors, LLC independent RIARIA to RIAMay 28, 2020Jan 28, 2022 (610 d)
Elizabeth Marie TorresCentennial Wealth Advisory, LLC independent RIACentennial Advisors, LLC independent RIARIA to RIAMay 3, 2019Mar 25, 2019
Kevin Eugene WadeCentennial Wealth Advisory, LLC independent RIACentennial Advisors, LLC independent RIARIA to RIAMay 3, 2019Apr 4, 2019
Michael Duane ReeseReap Financial Group, LLC independent RIACentennial Advisors, LLC independent RIARIA to RIAApr 16, 2014Mar 29, 2018 (1443 d)
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7 moves match.