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 Oxinas Partners Wealth Management
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 |
|---|---|---|---|---|---|
| Travis C Jaggers | Raymond James & Associates, Inc. national BD | Oxinas Partners Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2026 | Jun 10, 2026 |
| Matthew Edward Miller | Ameriprise Financial Services, LLC national BD | Oxinas Partners Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 10, 2025 |
| Paul Jason Caruso | Edward Jones national BD | Oxinas Partners Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2023 | Mar 22, 2023 |
| William D Green | J.J.B. Hilliard, W.L. Lyons, LLC independent RIA | Oxinas Partners Wealth Management independent RIA | RIA to RIA | Dec 17, 2018 | Jan 2, 2019 |
| Matthew Thomas Wagner | Waddell & Reed BD affiliated | Oxinas Partners Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 30, 2018 | Aug 22, 2018 |
| Gary G Bouch | Waddell & Reed BD affiliated | Oxinas Partners Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 29, 2018 | Sep 21, 2018 |
| Brian Christopher Coxon | Waddell & Reed BD affiliated | Oxinas Partners Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 29, 2018 | Sep 21, 2018 |
| Samuel David Gurvitch | Waddell & Reed other | Oxinas Partners Wealth Management independent RIA | Other | Mar 8, 2018 | Dec 2, 2021 (1365 d) |
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8 moves match.