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 Openair 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.

AdvisorFromToTypeLeftRegistered
Landon Wade McbrideAssetbuilder, Inc. independent RIAOpenair Financial, LLC independent RIARIA to RIAMar 21, 2024Jul 8, 2024 (109 d)
Dennis Ryan OverstreetMercer Global Advisors Inc. independent RIAOpenair Financial, LLC independent RIARIA to RIADec 19, 2022Feb 27, 2023 (70 d)
Kenneth Aquilla CalhounUnited Capital Financial Advisors BD affiliatedOpenair Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 27, 2022Oct 31, 2023 (522 d)
Jeffery Logan ButlerAtrium Capital Management unclassifiedOpenair Financial, LLC independent RIAOtherJan 21, 2021Feb 8, 2021
Jonathan Kent LawtonLake Point Wealth Management, LLC independent RIAOpenair Financial, LLC independent RIARIA to RIAJun 14, 2019May 29, 2019
Chris R MassenburgLake Point Wealth Management, LLC independent RIAOpenair Financial, LLC independent RIARIA to RIAJun 14, 2019May 29, 2019
Stewart Embry FieldsLake Point Wealth Management, LLC independent RIAOpenair Financial, LLC independent RIARIA to RIAApr 18, 2019Mar 22, 2019
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7 moves match.