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 Zega Investments, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Makai Florante Elep | Bradley Wealth LLC independent RIA | Zega Investments, LLC independent RIA | RIA to RIA | Oct 8, 2025 | Oct 31, 2025 |
| Michael Alan Snyder | Creative Planning independent RIA | Zega Investments, LLC independent RIA | RIA to RIA | Jul 1, 2025 | Jul 30, 2025 |
| John Alexander Pestrichelli | Zega Financial, LLC asset manager | Zega Investments, LLC independent RIA | Other | Jan 2, 2025 | Aug 27, 2024 |
| Derek Brian Moore | Zega Financial, LLC asset manager | Zega Investments, LLC independent RIA | Other | Dec 31, 2024 | Aug 27, 2024 |
| Michael Waldorf Puck | Zega Financial, LLC asset manager | Zega Investments, LLC independent RIA | Other | Dec 4, 2024 | Sep 18, 2024 |
| Kenneth Blaine Luckinbill | Zega Financial, LLC asset manager | Zega Investments, LLC independent RIA | Other | Sep 4, 2024 | Aug 27, 2024 |
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6 moves match.