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 Digital Ascension Group - Wealth

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
Cynthia Alexandra JacksonU.S. Bancorp Investments, Inc. BD affiliatedDigital Ascension Group - Wealth otherOtherMar 20, 2026Apr 21, 2026 (32 d)
Brian Kenneth CobbFisher Investments independent RIADigital Ascension Group - Wealth otherOtherMar 5, 2026Mar 31, 2026
Joshua Allen TessarTruist Advisory Services, Inc. BD affiliatedDigital Ascension Group - Wealth otherOtherDec 2, 2025Mar 27, 2026 (115 d)
Jose Louise AmaroEmpower Advisory Group, LLC BD affiliatedDigital Ascension Group - Wealth otherOtherDec 2, 2025Dec 19, 2025
Nicholas G BarnettFisher Investments independent RIADigital Ascension Group - Wealth otherOtherNov 5, 2025Nov 17, 2025
Tyler M OchsEdward Jones national BDDigital Ascension Group - Wealth otherOtherOct 30, 2025Nov 9, 2025
Martin Andrew CarnesFisher Investments independent RIADigital Ascension Group - Wealth otherOtherOct 28, 2025Nov 9, 2025
Ashley Nicole PapaLido independent RIADigital Ascension Group - Wealth otherOtherOct 17, 2025Nov 9, 2025
Ryan AtchleyMML Investors Services, LLC BD affiliatedDigital Ascension Group - Wealth otherOtherOct 14, 2025Nov 12, 2025
Samim Oliveira SyedHornor, Townsend & Kent, LLC independent RIADigital Ascension Group - Wealth otherOtherSep 25, 2025Oct 6, 2025
Joseph SlatteryHornor, Townsend & Kent, LLC BD affiliatedDigital Ascension Group - Wealth otherOtherJul 16, 2025Jul 29, 2025
Aaron Wayne BaileyPcm Encore, LLC independent RIADigital Ascension Group - Wealth otherOtherJun 16, 2025Jan 27, 2026 (225 d)
Dax K WestlundMorgan Stanley wirehouseDigital Ascension Group - Wealth otherOtherJun 4, 2025Mar 30, 2026 (299 d)
Thomas TealCenterline Wealth Advisors, LLC independent RIADigital Ascension Group - Wealth otherOtherApr 7, 2025May 22, 2025 (45 d)
Jennifer Ann O'HaraSavant Wealth Management independent RIADigital Ascension Group - Wealth otherOtherFeb 28, 2025Mar 27, 2026 (392 d)
Matthew Van BussumMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDigital Ascension Group - Wealth otherOtherFeb 27, 2024Mar 31, 2026 (763 d)
Eric Paul ButlerApo Financial Services, LLC independent RIADigital Ascension Group - Wealth no RAUMRIA to a newly registered adviserNov 7, 2023Nov 14, 2023
Letitia Roshelle TroutmanEdward Jones national BDDigital Ascension Group - Wealth otherOtherJan 13, 2023Dec 18, 2025 (1070 d)
Timothy GithensMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDigital Ascension Group - Wealth otherOtherAug 8, 2016Jun 26, 2025 (3244 d)
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19 moves match.