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 25 Financial
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 |
|---|---|---|---|---|---|
| Sarah Jean Wilson | Charles Schwab & Co., Inc. national BD | 25 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2025 | Sep 15, 2025 (58 d) |
| Nathan James Brooks | Arete Wealth Advisors, LLC BD affiliated | 25 Financial no RAUM | Other | Nov 7, 2023 | Mar 30, 2022 |
| Jeffrey Scott Larson | Arete Wealth Advisors, LLC BD affiliated | 25 Financial no RAUM | Other | Nov 2, 2023 | Mar 31, 2022 |
| Randall Scott Larson | Arete Wealth Advisors, LLC BD affiliated | 25 Financial no RAUM | Other | Nov 2, 2023 | Feb 15, 2022 |
| Stephan Kern Josiah Mckee | Arete Wealth Advisors, LLC BD affiliated | 25 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2023 | Jun 23, 2022 |
| Joshua Paul Statler | Arete Wealth Advisors, LLC BD affiliated | 25 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2023 | Jul 15, 2024 (262 d) |
| Brian Adam Sanguinet | Arete Wealth Advisors, LLC BD affiliated | 25 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2023 | Aug 12, 2022 |
| Jonathan Paul Lester | Arete Wealth Advisors, LLC BD affiliated | 25 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Jul 21, 2022 |
| Bradley Steven Meyers | Arete Wealth Advisors, LLC BD affiliated | 25 Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Mar 30, 2022 |
| Timothy P Moore | Arete Wealth Advisors, LLC BD affiliated | 25 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Jun 28, 2022 |
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10 moves match.