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 Black Knight 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.

AdvisorFromToTypeLeftRegistered
Brentt ShropshireCambridge Investment Research Advisors, Inc. BD affiliatedBlack Knight Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Jul 23, 2025
Katrina L RobertsonStrongtower Wealth Management, Plc independent RIABlack Knight Wealth Management, LLC independent RIARIA to RIASep 30, 2024Oct 1, 2024
Tanner DallasEagle Strategies LLC BD affiliatedBlack Knight Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 3, 2024Jul 8, 2024
Malissa Marie McnannaOptivise Advisory Services LLC independent RIABlack Knight Wealth Management, LLC independent RIARIA to RIADec 31, 2021Dec 4, 2023 (703 d)
Douglas Mabry HohertzSalient Capital Advisors, LLC otherBlack Knight Wealth Management, LLC independent RIAOtherMar 15, 2021Mar 14, 2023 (729 d)
Jordan Michael RoachRetirement Planners Of America independent RIABlack Knight Wealth Management, LLC independent RIARIA to RIAFeb 18, 2021Feb 5, 2021
Richard Lee KagyOptivise Advisory Services LLC independent RIABlack Knight Wealth Management, LLC independent RIARIA to RIAFeb 5, 2021Dec 14, 2021 (312 d)
Christopher John CorjayOptivise Advisory Services LLC independent RIABlack Knight Wealth Management, LLC independent RIARIA to RIAMay 1, 2020Jan 1, 2026 (2071 d)
Michael Scott ChristiansMills Wealth Advisors, LLC independent RIABlack Knight Wealth Management, LLC independent RIARIA to RIAMar 11, 2020Sep 19, 2019
Dennis Patrick BerryMorgan Stanley wirehouseBlack Knight Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 18, 2020Mar 2, 2020
Jonathan MelehanMorgan Stanley wirehouseBlack Knight Wealth Management, LLC independent RIAWirehouse to independent RIANov 28, 2018Nov 3, 2020 (706 d)
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11 moves match.