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 Uniting 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 |
|---|---|---|---|---|---|
| Ben Ross Mclintock | Arvest Wealth Management independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Sep 16, 2026 | Sep 2, 2026 |
| Bradley John Blankenship | Arvest Wealth Management independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Feb 12, 2026 | Jan 30, 2026 |
| John Josef Kazanjian | Raymond James & Associates, Inc. national BD | Uniting Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 14, 2025 |
| Richard A Dougherty | Naviter Wealth, LLC independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Jun 30, 2025 | Jun 25, 2025 |
| Alecia Beth Fisher Dougherty | Naviter Wealth, LLC independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Jun 30, 2025 | Jun 25, 2025 |
| Rick Marlon Hadrava | Scissortail Wealth Management, LLC independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| Stephen Robinson Hurt | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 15, 2024 | Oct 28, 2024 |
| Kristy Sue Harrell | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 15, 2024 | Jan 6, 2025 (83 d) |
| Scott Henry Shepherd | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 10, 2024 | Oct 28, 2024 |
| Karen Kathleen Mcintyre | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 9, 2024 | Oct 28, 2024 |
| Randall Wayne Roebuck | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 9, 2024 | Oct 28, 2024 |
| Randy Scott Koontz | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2024 | Jan 1, 2026 (449 d) |
| Aaron Joseph Jurgensmeyer | Raymond James Financial Services Advisors, Inc BD affiliated | Uniting Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 9, 2024 | Oct 28, 2024 |
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13 moves match.