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 Axius Advisors 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
Steven Chappelear KennyCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 16, 2025Oct 29, 2024
Steven Lewis StillmanCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 16, 2025Oct 29, 2024
Thomas Robert ReedCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 16, 2025Oct 29, 2024
Jeff Ryan LockerCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 16, 2025Oct 29, 2024
Timothy John ChamblissCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 16, 2025Oct 29, 2024
Ronald Wayne KlenkeCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 14, 2025Oct 29, 2024
Kelly Lynn StonebargerCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 14, 2025Oct 30, 2024
Michael Alan OrrCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 14, 2025Jan 13, 2025
Scott Michael BrowneCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 14, 2025Oct 29, 2024
Kurt Walter SergiewichCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 14, 2025Oct 30, 2024
Christopher Joseph JacobsCambridge Investment Research Advisors, Inc. BD affiliatedAxius Advisors LLC no RAUMOtherJul 14, 2025Oct 29, 2024
Lori Ann TurnerRosetta Financial Advisors, Inc. unclassifiedAxius Advisors LLC no RAUMOtherDec 31, 2014Oct 29, 2024 (3590 d)
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12 moves match.