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 Decisionpoint Financial, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Katherine Grace Dow | Aspen Capital Management, LLC independent RIA | Decisionpoint Financial, LLC mixed wealth | RIA to RIA | Nov 17, 2025 | Apr 13, 2026 (147 d) |
| Ryne Douglas Macpherson | Vanguard Advisers, Inc. BD affiliated | Decisionpoint Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2025 | Mar 11, 2025 |
| Kortney Michele Bamrick | Charles Schwab & Co., Inc. national BD | Decisionpoint Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2023 | Nov 3, 2023 (67 d) |
| Chadd Simeon Peachey | Vanguard Advisers, Inc. BD affiliated | Decisionpoint Financial, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2021 | Oct 11, 2021 |
| Eric Foster Mcginnis | Pacific Asset Management, LLC independent RIA | Decisionpoint Financial, LLC mixed wealth | RIA to RIA | Nov 29, 2018 | Dec 5, 2018 |
| Scott Jamison Johnson | Arista Wealth Management, LLC independent RIA | Decisionpoint Financial, LLC no RAUM | RIA to a newly registered adviser | Sep 12, 2018 | Jun 15, 2018 |
| Curtis John Harrison | Arista Wealth Management, LLC independent RIA | Decisionpoint Financial, LLC no RAUM | RIA to a newly registered adviser | Sep 12, 2018 | Jun 12, 2018 |
| Matthew Judson Daley | Arista Wealth Management, LLC independent RIA | Decisionpoint Financial, LLC no RAUM | RIA to a newly registered adviser | Sep 12, 2018 | Jun 12, 2018 |
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8 moves match.