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 Zenith Wealth Partners
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 |
|---|---|---|---|---|---|
| Nina C Milligan | Edward Jones national BD | Zenith Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2025 | Jan 15, 2026 (128 d) |
| Jesse James Wideman | Facet independent RIA | Zenith Wealth Partners independent RIA | RIA to RIA | Sep 12, 2024 | Jun 17, 2025 (278 d) |
| Andrew Tudor | Alchemist Wealth unclassified | Zenith Wealth Partners independent RIA | Other | Apr 22, 2024 | Apr 26, 2024 |
| Marcus T Coleman | Raymond James Financial Services Advisors, Inc BD affiliated | Zenith Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2023 | Apr 6, 2023 |
| Allison Masoero Hershey | The Marshall Financial Group, Inc independent RIA | Zenith Wealth Partners independent RIA | RIA to RIA | Feb 14, 2022 | May 25, 2022 (100 d) |
| Chelsea Ransom-Cooper | Bakeravenue independent RIA | Zenith Wealth Partners independent RIA | RIA to RIA | Oct 1, 2020 | Nov 14, 2022 (774 d) |
| Jason Michael Ray | Carnegie Wealth Management, LLC independent RIA | Zenith Wealth Partners independent RIA | RIA to RIA | Jun 17, 2019 | Jul 30, 2019 (43 d) |
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7 moves match.