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 Evexia Wealth, 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
Benjamin Akiro LawsThrivent Advisor Network, LLC BD affiliatedEvexia Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 3, 2023Jan 5, 2023
Joseph Thomas WatsonThrivent Advisor Network, LLC BD affiliatedEvexia Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 3, 2023Jan 5, 2023
Jenna Rose LawsThrivent Advisor Network, LLC BD affiliatedEvexia Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 3, 2023Jan 5, 2023
Justin Wayne KellyThrivent Advisor Network, LLC BD affiliatedEvexia Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 27, 2023Jan 27, 2023
Joel Nicholas RevakThrivent Investment Management Inc. BD affiliatedEvexia Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2021Oct 17, 2025 (1745 d)
Page 1 of 1
5 moves match.