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 Owl Creek Wealth Partners
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 Alexander Milroy | Perspective Wealth Advisors independent RIA | Owl Creek Wealth Partners independent RIA | RIA to RIA | May 1, 2026 | Jul 9, 2026 (69 d) |
| Brandon Bineau | Moneta Group Investment Advisors, LLC independent RIA | Owl Creek Wealth Partners independent RIA | RIA to RIA | May 30, 2025 | Jun 30, 2025 (31 d) |
| Justin Richard Apt | Southstate Private Capital Management LLC independent RIA | Owl Creek Wealth Partners no RAUM | RIA to a newly registered adviser | Jul 31, 2024 | Jul 23, 2024 |
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3 moves match.