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 Diversified, 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 |
|---|---|---|---|---|---|
| Arron Isaac Brisard | Cetera Investment Advisers LLC BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2026 | Jul 28, 2026 |
| William Gabriel Brisard | Cetera Investment Advisers LLC BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2026 | Jul 24, 2026 |
| Robert Newton Pollock | Pollock Investment Advisors, LLC independent RIA | Diversified, LLC independent RIA | RIA to RIA | Feb 26, 2026 | Feb 2, 2026 |
| James Kerr Pollock | Pollock Investment Advisors, LLC independent RIA | Diversified, LLC independent RIA | RIA to RIA | Feb 26, 2026 | Feb 2, 2026 |
| Nicklaus Michael Areddy | Pollock Investment Advisors, LLC independent RIA | Diversified, LLC independent RIA | RIA to RIA | Feb 26, 2026 | Feb 2, 2026 |
| Levi James May | Florida Financial Advisors, LLC BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Mar 11, 2026 (57 d) |
| Robert Glen Bruce | Geneos Wealth Management, Inc. BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Dec 1, 2025 |
| Scott Robert Bruce | Geneos Wealth Management, Inc. BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Dec 1, 2025 |
| Stacey Lynn Brady | Geneos Wealth Management, Inc. BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Dec 1, 2025 |
| Tyler Robert Procacci | Nexwealth LLC independent RIA | Diversified, LLC independent RIA | RIA to RIA | Aug 27, 2025 | May 22, 2025 |
| Jonathan Francis Cahill | Crossgate Wealth Advisors, LLC independent RIA | Diversified, LLC independent RIA | RIA to RIA | Jul 22, 2024 | Sep 26, 2025 (431 d) |
| William Elliott Torrance | Brookstone Wealth Advisors, LLC no RAUM | Diversified, LLC independent RIA | Other | Aug 9, 2023 | Aug 6, 2024 (363 d) |
| John David Anderson | Sei Investments Management Corp other | Diversified, LLC independent RIA | Other | Nov 17, 2022 | Sep 3, 2026 (1386 d) |
| Scott Francis Lavelle | Velle Investments, LLC unclassified | Diversified, LLC independent RIA | Other | Aug 5, 2010 | May 18, 2026 (5765 d) |
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14 moves match.