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 Paces Ferry Wealth 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 |
|---|---|---|---|---|---|
| Joshua Paul Weidie | Henssler Financial independent RIA | Paces Ferry Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 1, 2025 | Jan 5, 2026 (35 d) |
| Jackson Robert Metzger | Loftin Wealth Partners independent RIA | Paces Ferry Wealth Advisors, LLC independent RIA | RIA to RIA | May 13, 2024 | Aug 8, 2024 (87 d) |
| Hannah O Sledd | Principal Securities, Inc. BD affiliated | Paces Ferry Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2022 | Feb 17, 2022 |
| Zachary Aaron Morris | Tru Independence Asset Management, LLC independent RIA | Paces Ferry Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 27, 2019 | Jul 17, 2019 |
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4 moves match.