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 Evoke Advisors

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
Scott William PhillipsService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 15, 2026
Brian Stephen SearsService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 15, 2026
Jeffrey Alan FrittsService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 15, 2026
Carley Elizabeth BohnService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 11, 2026
Jose-Pablo BuerbaBeverly Hills Private Wealth, LLC independent RIAEvoke Advisors independent RIARIA to RIAOct 22, 2025Jul 22, 2026 (273 d)
Ajeya KukrejaAudent Global Asset Management, LLC independent RIAEvoke Advisors mixed wealthRIA to RIASep 29, 2025Oct 15, 2025
Tania L GordonJ.P. Morgan Securities LLC wirehouseEvoke Advisors mixed wealthWirehouse to independent RIADec 22, 2024Jan 9, 2025
Lawrence Scott AbrahamsCrescent Bay Advisors, LLC unclassifiedEvoke Advisors mixed wealthOtherSep 20, 2024Oct 2, 2024
Joseph Aron WarsavskyCrescent Bay Advisors, LLC unclassifiedEvoke Advisors mixed wealthOtherSep 20, 2024Oct 1, 2024
Damien Adam BisserierAdvanced Research Investment Solutions, LLC institutionalEvoke Advisors independent RIAOtherJul 15, 2024Jul 10, 2023
Alexandra Morgan OngComposition Wealth, LLC independent RIAEvoke Advisors mixed wealthRIA to RIAFeb 21, 2024Sep 27, 2024 (219 d)
Armen George KeheyanMorgan Stanley wirehouseEvoke Advisors independent RIAWirehouse to independent RIADec 22, 2023Jun 18, 2024 (179 d)
Violeta I MollovaUBS Financial Services Inc. wirehouseEvoke Advisors independent RIAWirehouse to independent RIANov 14, 2023Nov 15, 2023
Zackary John FlodeenVanguard Advisers, Inc. BD affiliatedEvoke Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2023Sep 12, 2023
Ashish Jitendra ShahOakhurst Capital Advisors, LLC mixed wealthEvoke Advisors independent RIARIA to RIAAug 22, 2023May 22, 2023
Alex Nmn ShahidiInbalance Advisors, LLC independent RIAEvoke Advisors independent RIARIA to RIAAug 15, 2023Jul 14, 2023
Matthew Elliott SearInbalance Advisors, LLC independent RIAEvoke Advisors independent RIARIA to RIAAug 15, 2023Nov 28, 2023 (105 d)
Alexander RayMorgan Stanley wirehouseEvoke Advisors independent RIAWirehouse to independent RIAJun 9, 2021May 16, 2022 (341 d)
Darell Leonard KrasnoffBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 15, 2020Oct 21, 2020 (36 d)
Andrew Douglas PalmerBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 15, 2020Oct 21, 2020 (36 d)
Eric Scott BrightBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 14, 2020Oct 21, 2020 (37 d)
Dillon James ChristensenBel Air Investment Advisors LLC independent RIAEvoke Advisors independent RIARIA to RIASep 14, 2020Jan 29, 2021 (137 d)
Phuong-Thuy Thi DinhJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2020Dec 18, 2020 (319 d)
Kim Pfeifer IpJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 4, 2019
David Chih HouJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 4, 2019
Mark Elliott SearJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 4, 2019
Jason Eric LeftonJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 5, 2019
Jeffrey Scott DoreJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 5, 2019
Monika Hanssen MuggJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 5, 2019
Peter Cherng Tsu ChangJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 5, 2019
William James MartinetJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 6, 2019
Melanie C JonesJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 6, 2019
Stefano D'AmatoJ.P. Morgan Private Wealth Advisors LLC BD affiliatedEvoke Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Jun 6, 2019
Nicholas D RavdenSvb Wealth independent RIAEvoke Advisors mixed wealthRIA to RIAMay 14, 2018Oct 16, 2024 (2347 d)
Sergio Michael VillavicencioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEvoke Advisors independent RIAWirehouse to independent RIANov 18, 2014Nov 13, 2023 (3282 d)
Jonathan Blanchard FiglinRBC Rochdale, LLC otherEvoke Advisors independent RIAOtherNov 3, 2014Apr 3, 2024 (3439 d)
Mark Steven OstroffLazard Wealth Management otherEvoke Advisors mixed wealthOtherDec 31, 2012Feb 18, 2025 (4432 d)
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37 moves match.