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 Fourthought Financial Partners, 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
Pedro Antonio LeonArkadios Wealth Advisors BD affiliatedFourthought Financial Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2025Sep 25, 2025
Larry CuervoTruist Advisory Services, Inc. BD affiliatedFourthought Financial Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2023Nov 27, 2023 (108 d)
Scott George PinkertonFourthought Private Wealth independent RIAFourthought Financial Partners, LLC. no RAUMRIA to a newly registered adviserDec 9, 2022Nov 14, 2022
Bradley Bruce PattonFourthought Private Wealth independent RIAFourthought Financial Partners, LLC. no RAUMRIA to a newly registered adviserDec 9, 2022Nov 9, 2022
James D StamperFourthought Private Wealth independent RIAFourthought Financial Partners, LLC. no RAUMRIA to a newly registered adviserDec 9, 2022Nov 14, 2022
Alexander Carson WolfeFourthought Private Wealth independent RIAFourthought Financial Partners, LLC. no RAUMRIA to a newly registered adviserDec 9, 2022Nov 9, 2022
Alexander Curtis HerringtonFourthought Private Wealth independent RIAFourthought Financial Partners, LLC. no RAUMRIA to a newly registered adviserDec 9, 2022Nov 9, 2022
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7 moves match.