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 Rivertree 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Shaun Douglas Mize | Brighton Jones LLC independent RIA | Rivertree Wealth independent RIA | RIA to RIA | Jul 27, 2026 | Jul 31, 2026 |
| Justin Michael Hobbs | Cerity Partners LLC independent RIA | Rivertree Wealth independent RIA | RIA to RIA | Jan 20, 2026 | Mar 3, 2026 (42 d) |
| Sean Mark Hilliard | Empower Advisory Group, LLC BD affiliated | Rivertree Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2025 | Oct 20, 2025 (96 d) |
| Jacob Ivan Duke | Applied Capital LLC independent RIA | Rivertree Wealth independent RIA | RIA to RIA | Jun 19, 2024 | Mar 14, 2024 |
| Fred Andrew Wood | Mariner Advisor Network BD affiliated | Rivertree Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2024 | Apr 19, 2024 |
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5 moves match.