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 Tactive 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.

AdvisorFromToTypeLeftRegistered
Turill Anthony EngelmanCetera Investment Advisers LLC BD affiliatedTactive Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 11, 2026Mar 19, 2026 (36 d)
William Samuel BorleisCabin Advisors, LLC independent RIATactive Advisors, LLC mixed wealthRIA to RIAFeb 10, 2026Feb 13, 2026
Rodney L. WatkinsWatkins And Associates Investment Services, LLC unclassifiedTactive Advisors, LLC mixed wealthOtherSep 17, 2025Apr 21, 2025
Jonathan Philip Thomas PaceCapital Management Services, Inc. independent RIATactive Advisors, LLC no RAUMOtherMar 26, 2025Aug 10, 2021
Joseph Allen OnopaInternational Assets Investment Management, LLC BD affiliatedTactive Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 11, 2024Nov 11, 2025 (396 d)
Eric Paul ButlerDigital Ascension Group - Wealth no RAUMTactive Advisors, LLC mixed wealthOtherAug 19, 2024Apr 17, 2024
Erick Glenn SchenkhuizenEmpirikal Partners LLC state registeredTactive Advisors, LLC mixed wealthOtherMay 17, 2024Apr 8, 2024
Joseph Charles GissyCapital Management Services, Inc. independent RIATactive Advisors, LLC no RAUMOtherAug 9, 2023May 24, 2021
Paul Jen SetoFortiphi Financial, LLC otherTactive Advisors, LLC mixed wealthOtherMay 19, 2023Jan 27, 2025 (619 d)
Frank Ronald StanleyClaraphi Advisory Network, LLC independent RIATactive Advisors, LLC mixed wealthRIA to RIADec 31, 2022Oct 30, 2025 (1034 d)
Edward Jason JaaxCapital Management Services, Inc. independent RIATactive Advisors, LLC independent RIARIA to RIADec 13, 2022Mar 24, 2022
Jon R LeeAccurate Wealth Management, LLC independent RIATactive Advisors, LLC mixed wealthRIA to RIASep 7, 2022Jan 23, 2025 (869 d)
Charles GiaquintoPaulson Investment Advisors, LLC unclassifiedTactive Advisors, LLC mixed wealthOtherAug 22, 2022Aug 18, 2025 (1092 d)
Richard Robert DwyerCapital Management Services, Inc. independent RIATactive Advisors, LLC no RAUMOtherJun 22, 2022Oct 6, 2021
Perry James CliftonCreativeone Wealth, LLC independent RIATactive Advisors, LLC independent RIARIA to RIAMay 16, 2022May 25, 2022
Daniel P OstlundCapital Management Services, Inc. independent RIATactive Advisors, LLC no RAUMOtherMar 17, 2022Nov 16, 2021
Edmund Ray GiffordRaymond James Financial Services Advisors, Inc BD affiliatedTactive Advisors, LLC no RAUMOtherDec 3, 2021Nov 17, 2021
Kerry Andrew LangMainstreet Ria LLC otherTactive Advisors, LLC no RAUMOtherSep 10, 2021Oct 24, 2021 (44 d)
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18 moves match.