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 Zero Day Capital Enterprises 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 |
|---|---|---|---|---|---|
| Lyles Donnell Knox | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Zero Day Capital Enterprises LLC independent RIA | Wirehouse to independent RIA | Jun 1, 2026 | Jun 2, 2026 |
| Carlos Daniel Ruiz | Pivot Wealth Advisors unclassified | Zero Day Capital Enterprises LLC independent RIA | Other | Mar 6, 2026 | Apr 22, 2025 |
| Jesse Robert Navarrete | Excel Wealth Management, LLC other | Zero Day Capital Enterprises LLC independent RIA | Other | Oct 14, 2025 | Jul 1, 2025 |
| James Dylan Baxter | Cambridge Investment Research Advisors, Inc. BD affiliated | Zero Day Capital Enterprises LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2025 | Dec 5, 2025 (136 d) |
| Nicholas John Schlagheck | Cape Investment Advisory, Inc. independent RIA | Zero Day Capital Enterprises LLC independent RIA | RIA to RIA | Jul 15, 2025 | Jul 21, 2025 |
| Jon Anthony Hoyle | Ip Financial Advisory Services LLC independent RIA | Zero Day Capital Enterprises LLC independent RIA | RIA to RIA | Jun 26, 2025 | Jun 30, 2025 |
| Yvette Sanchez Amaro | Western International Securities BD affiliated | Zero Day Capital Enterprises LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 27, 2025 | Jan 5, 2026 (223 d) |
| Erick Glenn Schenkhuizen | Tactive Advisors, LLC mixed wealth | Zero Day Capital Enterprises LLC no RAUM | RIA to a newly registered adviser | Jan 22, 2025 | May 23, 2024 |
| Haley Carlisle | Edward Jones national BD | Zero Day Capital Enterprises LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 12, 2024 | Jan 2, 2025 |
| Alex Spencer Bethune | Instrumental Wealth, LLC independent RIA | Zero Day Capital Enterprises LLC independent RIA | RIA to RIA | Nov 6, 2024 | Mar 7, 2025 (121 d) |
| Tanner Kenneth Johnson | Oak Lane Advisors independent RIA | Zero Day Capital Enterprises LLC independent RIA | RIA to RIA | Oct 24, 2024 | Oct 28, 2024 |
| Mark Lloyd Post | Empirikal Partners LLC state registered | Zero Day Capital Enterprises LLC no RAUM | Other | Jul 12, 2024 | Jun 7, 2024 |
| Travis Salley | Empirikal Partners LLC state registered | Zero Day Capital Enterprises LLC no RAUM | Other | Jul 12, 2024 | May 14, 2024 |
| Paul W Harvey | Pruco Securities, LLC BD affiliated | Zero Day Capital Enterprises LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2024 | Apr 29, 2025 (319 d) |
| Ara Alexander Kachadourian | Alexander Capital Wealth Management LLC independent RIA | Zero Day Capital Enterprises LLC no RAUM | RIA to a newly registered adviser | May 4, 2024 | Jun 18, 2024 (45 d) |
| Edward Eugene Vela | Empirikal Partners LLC state registered | Zero Day Capital Enterprises LLC independent RIA | Other | Jan 31, 2024 | Oct 17, 2024 (260 d) |
| Brad Holtzclaw | Charles Schwab & Co., Inc. national BD | Zero Day Capital Enterprises LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 14, 2023 | Mar 5, 2025 (477 d) |
| Matthew Dillion Blickenderfer | Fidelity Personal And Workplace Advisors BD affiliated | Zero Day Capital Enterprises LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2023 | Aug 19, 2026 (1266 d) |
| Michael Yuen | Morgan Stanley wirehouse | Zero Day Capital Enterprises LLC independent RIA | Wirehouse to independent RIA | Sep 23, 2021 | Feb 13, 2025 (1239 d) |
| Duncan Tyrel Sandlin | Waddell & Reed other | Zero Day Capital Enterprises LLC independent RIA | Other | Jul 7, 2017 | Jun 10, 2026 (3260 d) |
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20 moves match.