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 Ars Wealth Advisors

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
Sean MarrozosStrategic Advisers LLC national BDArs Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2025Jul 15, 2025
Ryan Paul O'LearyInternational Assets Investment Management, LLC BD affiliatedArs Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2023Sep 20, 2025 (677 d)
Jonathon Edward VisscherHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022May 20, 2022
Samuel Norris HollowayHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022May 16, 2022
Caroline Jennings HollowayHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022May 24, 2022
Jessica Michelle MarshallHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022Jun 14, 2022 (34 d)
Michael Lawrence HinsonSequoia Financial Group, L.L.C. independent RIAArs Wealth Advisors independent RIARIA to RIAApr 21, 2022Feb 3, 2023 (288 d)
Lance Ivan LehmanFisher Investments independent RIAArs Wealth Advisors independent RIARIA to RIAOct 27, 2021Nov 23, 2021
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8 moves match.