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 Blend Wealth
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 |
|---|---|---|---|---|---|
| David Alexander Karem | Lfg Wealth Partners, LLC independent RIA | Blend Wealth state registered | RIA to a state-registered adviser | Dec 12, 2025 | Jan 12, 2026 (31 d) |
| James Christopher Miller | Osaic Wealth, Inc. BD affiliated | Blend Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 3, 2025 | Jun 3, 2025 |
| Timothy Brad Woodward | Shoreline Wealth Advisors independent RIA | Blend Wealth state registered | RIA to a state-registered adviser | Sep 28, 2021 | Sep 3, 2021 |
| Alexis Lynn Woodward | Market Street Wealth Management Advisors, LLC independent RIA | Blend Wealth state registered | RIA to a state-registered adviser | Jul 29, 2021 | Aug 30, 2021 (32 d) |
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4 moves match.