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 Caliber Wealth Management, 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 |
|---|---|---|---|---|---|
| James Edward Kelley | Creative Financial Designs, Inc. BD affiliated | Caliber Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Feb 4, 2026 (35 d) |
| Alexander Michael Petrovic | Petrovic Financial Services independent RIA | Caliber Wealth Management, LLC other | Other | Aug 12, 2025 | Jan 14, 2025 |
| Bryson C Slater | Petrovic Financial Services independent RIA | Caliber Wealth Management, LLC other | Other | Apr 5, 2025 | Jan 14, 2025 |
| Cole Joseph Dimond | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2024 | Jul 15, 2024 |
| Jeffrey Worth Ostrander | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Mark Anthony Albright | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Andrew James Dibble | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Michael Ray Ward | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Brent Joel Bloomer | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| John Daniel Arndt | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Tyson J Sprick | Equitable Advisors, LLC national BD | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Sep 29, 2024 |
| Stephen Andrew Phillips | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Zachary Joseph Zarda | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Jul 15, 2024 |
| Michael Francis Richards | Raymond James Financial Services Advisors, Inc BD affiliated | Caliber Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2024 | Jul 15, 2024 |
| Joseph Patrick Gravino | Keating Financial Advisory Services institutional | Caliber Wealth Management, LLC other | Other | Jan 16, 2024 | Jan 29, 2025 (379 d) |
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15 moves match.