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 Centura Wealth Advisory

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
Luca Nmn Vivan De QueirozEiger Wealth Management, LLC independent RIACentura Wealth Advisory independent RIARIA to RIAJun 3, 2026Jun 10, 2026
Cade Benjamin BuchananKey Investment Services LLC BD affiliatedCentura Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2026Jun 2, 2026
Parshad Kirpal SinghMoneta Group Investment Advisors, LLC independent RIACentura Wealth Advisory independent RIARIA to RIASep 5, 2025Nov 24, 2025 (80 d)
Jacob Ryan ShiffrinTruenorth Wealth independent RIACentura Wealth Advisory independent RIARIA to RIAApr 25, 2025Nov 1, 2024
Nathan Robert TruaxOsaic Fa, Inc. BD affiliatedCentura Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2024Apr 23, 2024
Gregory W KlipsteinJfs Wealth Advisors, LLC independent RIACentura Wealth Advisory independent RIARIA to RIAFeb 23, 2024Mar 26, 2024 (32 d)
Sait A SaraciBellwether Investment Advisors LLC unclassifiedCentura Wealth Advisory independent RIAOtherJul 17, 2023Nov 12, 2021
Cody Michael NighCommonwealth Financial Network national BDCentura Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2023Jun 12, 2023
Joshua Paul NunnFinancial Sense Advisors, Inc. independent RIACentura Wealth Advisory independent RIARIA to RIAApr 21, 2023May 11, 2023
Neva BradleyLaurel Wealth Advisors, Inc. independent RIACentura Wealth Advisory independent RIARIA to RIANov 2, 2022Jan 17, 2023 (76 d)
David MartinezThe Retirement Group, LLC independent RIACentura Wealth Advisory independent RIARIA to RIAJun 13, 2022May 25, 2022
Brett Gregory HughesAlphacore Capital LLC independent RIACentura Wealth Advisory independent RIARIA to RIAMay 4, 2022May 2, 2022
Seth Ariel MeislerPrivate Client Services, LLC BD affiliatedCentura Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2022Jan 21, 2022
Rachel Sierra SelfAmeriprise Financial Services, LLC national BDCentura Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2021Jan 1, 2025 (1139 d)
Christopher Edward OsmondPrime Capital Financial mixed wealthCentura Wealth Advisory independent RIARIA to RIAAug 6, 2021Mar 21, 2022 (227 d)
Tigran Hovhannes MuradyanJ. W. Cole Advisors, Inc. independent RIACentura Wealth Advisory independent RIARIA to RIAMar 19, 2021Mar 15, 2021
Matthew Richard GriffithReilly Financial Advisors independent RIACentura Wealth Advisory independent RIARIA to RIAFeb 28, 2019Feb 4, 2019
David Joseph CarianiReilly Financial Advisors independent RIACentura Wealth Advisory independent RIARIA to RIAFeb 28, 2019Feb 4, 2019
Derek Clifford MyronDaniel Wealth Advisors independent RIACentura Wealth Advisory no RAUMRIA to a newly registered adviserNov 1, 2018Jun 10, 2018
Blake Frederick FeindelDaniel Wealth Advisors independent RIACentura Wealth Advisory no RAUMRIA to a newly registered adviserNov 1, 2018Jun 10, 2018
Daniel Paul StolfaStiles Financial Services, Inc. institutionalCentura Wealth Advisory independent RIAOtherAug 24, 2018Oct 7, 2024 (2236 d)
Sean Kelley ClarkStrategic Advisers LLC national BDCentura Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2012Mar 1, 2019 (2418 d)
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22 moves match.