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 Aspire Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric Russell Lansford | Sound Financial Investments, Inc. unclassified | Aspire Capital Advisors LLC independent RIA | Other | Feb 6, 2026 | Aug 28, 2023 |
| Sheila Snowdon | Ae Wealth Management, LLC BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Nov 26, 2024 (331 d) |
| Ian A Southall | Equitable Advisors, LLC national BD | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 21, 2023 | Sep 15, 2023 |
| Bryan James Halicki | Securities America Advisors, Inc. BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2023 | Jun 30, 2023 |
| Timothy Lee Bovey | Arbor Point Advisors BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2021 | Jul 1, 2021 |
| Shaun Jeffery Dean | Arbor Point Advisors BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2021 | Jul 1, 2021 |
| Angela Marie Jolley | Arbor Point Advisors BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2021 | Jul 1, 2021 |
| Charles Howard Scheinbaum | Securities America Advisors, Inc. BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2021 | Jul 1, 2021 |
| Michelle Darlene George | Arbor Point Advisors BD affiliated | Aspire Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2021 | Jul 1, 2021 |
| John Angelo Flavin | Synergy Asset Management, LLC independent RIA | Aspire Capital Advisors LLC independent RIA | RIA to RIA | Oct 12, 2018 | Oct 15, 2018 |
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10 moves match.