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 Oxford Wealth Group, 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.

AdvisorFromToTypeLeftRegistered
Jordan Daniel KnapkeFoundations Investment Advisors LLC independent RIAOxford Wealth Group, LLC independent RIARIA to RIAFeb 12, 2026Mar 17, 2026 (33 d)
Brian YannacconeEmpower Advisory Group, LLC BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2025Mar 12, 2026 (107 d)
Zachary Phoenix RomanLPL Enterprise, LLC BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2025Oct 28, 2025
Scott Richard ClementiCamarda Wealth Advisory Group independent RIAOxford Wealth Group, LLC independent RIARIA to RIASep 24, 2025Oct 28, 2025 (34 d)
Jerry Lee SylvesterWalser Wealth Management Company, A Limited Liability Company independent RIAOxford Wealth Group, LLC independent RIARIA to RIAMay 14, 2025Jun 13, 2025
John MillsCharles Schwab & Co., Inc. national BDOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2025Mar 24, 2026 (353 d)
Jeffrey M PattenWalser Wealth Management Company, A Limited Liability Company independent RIAOxford Wealth Group, LLC independent RIARIA to RIAApr 2, 2025Jun 23, 2025 (82 d)
Dane Carpenter SpencerBeacon Financial Advisors Ltd independent RIAOxford Wealth Group, LLC independent RIARIA to RIAApr 2, 2025May 22, 2025 (50 d)
Jacob Andrew StinsonWalser Wealth Management Company, A Limited Liability Company independent RIAOxford Wealth Group, LLC independent RIARIA to RIAFeb 4, 2025Apr 16, 2025 (71 d)
Christopher Clay McananyCapital Analysts BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2024Jan 31, 2025 (155 d)
Chad Anthony SafierLPL Financial LLC BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2024Jan 1, 2025 (127 d)
Trent Michael RogyEdelman Financial Engines mixed wealthOxford Wealth Group, LLC independent RIARIA to RIAJul 7, 2023Jun 28, 2023
Ronald E LoyoEdward Jones national BDOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 16, 2023May 26, 2023
Tyler NowotnyTransamerica Retirement Advisors, LLC BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2023May 13, 2023
Luke W MutchieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOxford Wealth Group, LLC independent RIAWirehouse to independent RIASep 8, 2022Feb 6, 2023 (151 d)
Samuel Josiah DixonAe Wealth Management, LLC BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2022Mar 6, 2023 (201 d)
Page 1 of 1
16 moves match.