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 Orion 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Albert Hamilton | LPL Enterprise, LLC BD affiliated | Orion Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 11, 2025 | Sep 30, 2025 (81 d) |
| Timothy Bryan Stansbury | S.G. Long & Company state registered | Orion Wealth Management LLC state registered | Other | Mar 7, 2025 | Mar 9, 2025 |
| Kenneth Bernard Hopkins | Advisor Resource Council BD affiliated | Orion Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 23, 2021 | Jun 23, 2021 |
| Angela Michelle Graham -West | Oppenheimer & Co. Inc. BD affiliated | Orion Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 27, 2020 | Feb 15, 2023 (1055 d) |
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4 moves match.