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 Opes Wealth Management, 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 |
|---|---|---|---|---|---|
| Lyla Kristina Andrea Bonilla | Neokai Capital state registered | Opes Wealth Management, LLC independent RIA | Other | Jul 13, 2025 | Aug 28, 2025 (46 d) |
| Kenji Bleicker | Opes Advisors, Inc. other | Opes Wealth Management, LLC independent RIA | Other | Jun 16, 2017 | Feb 1, 2023 (2056 d) |
| Tracie Lynne Southerland | Opes Advisors, Inc. other | Opes Wealth Management, LLC no RAUM | Other | Jun 8, 2017 | Dec 21, 2018 (561 d) |
| Mark Townsend Duvall | Opes Advisors, Inc. other | Opes Wealth Management, LLC no RAUM | Other | Jun 8, 2017 | Jan 10, 2019 (581 d) |
| Kristie Dawn Cahill | Opes Advisors, Inc. other | Opes Wealth Management, LLC no RAUM | Other | Jun 8, 2017 | Dec 21, 2018 (561 d) |
| Erin Michael Whalen | Opes Advisors, Inc. other | Opes Wealth Management, LLC no RAUM | Other | Jun 8, 2017 | Jan 9, 2019 (580 d) |
| Justin A Arnold | Opes Advisors, Inc. other | Opes Wealth Management, LLC no RAUM | Other | Jun 8, 2017 | Feb 20, 2019 (622 d) |
| William James Steinberger | Buckingham Strategic Wealth, LLC other | Opes Wealth Management, LLC no RAUM | Other | Dec 14, 2016 | Jan 9, 2019 (756 d) |
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8 moves match.