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 Evidence Wealth, 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 |
|---|---|---|---|---|---|
| John Taylor Shaw | Paragon Financial Advisors independent RIA | Evidence Wealth, LLC state registered | RIA to a state-registered adviser | Feb 4, 2026 | Mar 2, 2026 |
| Matthew Lewis Gentry | Balefire, LLC other | Evidence Wealth, LLC state registered | Other | Aug 26, 2021 | Aug 24, 2021 |
| James Neal Whiddon | Buckingham Strategic Wealth, LLC independent RIA | Evidence Wealth, LLC state registered | RIA to a state-registered adviser | Aug 6, 2021 | Jul 29, 2021 |
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3 moves match.