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 Evergreen Wealth Advisors

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
Makayla Dawn MachacekCharles Schwab & Co., Inc. national BDEvergreen Wealth Advisors mixed wealthAffiliated broker-dealer or bank to independent RIAAug 22, 2025Aug 21, 2025
Clayton KeyesCharles Schwab & Co., Inc. national BDEvergreen Wealth Advisors mixed wealthAffiliated broker-dealer or bank to independent RIAAug 12, 2025Aug 21, 2025
Elliott MccownEmpower Advisory Group, LLC BD affiliatedEvergreen Wealth Advisors mixed wealthAffiliated broker-dealer or bank to independent RIADec 2, 2024Dec 19, 2024
Joel Jerome AndersonValues Added Financial independent RIAEvergreen Wealth Advisors mixed wealthRIA to RIANov 20, 2024Dec 19, 2024
Marious Donovan YanchesonFisher Investments independent RIAEvergreen Wealth Advisors mixed wealthRIA to RIAMay 21, 2024Feb 4, 2025 (259 d)
Samantha Cecille MuncyEdward Jones national BDEvergreen Wealth Advisors mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 2, 2021Apr 1, 2024 (1154 d)
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6 moves match.