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 Oldfield 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 |
|---|---|---|---|---|---|
| Kyle Timothy Goupille | Ameritas Advisory Services, LLC BD affiliated | Oldfield Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Jun 18, 2026 |
| Chase Guerrette | Ameritas Advisory Services, LLC BD affiliated | Oldfield Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | Apr 23, 2026 |
| Alexander John Briggs | Ameritas Advisory Services, LLC BD affiliated | Oldfield Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Apr 3, 2026 |
| Nathan Allen Freeman | Mariner Independent independent RIA | Oldfield Wealth Partners independent RIA | RIA to RIA | Feb 2, 2026 | Jan 29, 2026 |
| Nathan Allen Freeman | Raymond James Financial Services Advisors, Inc BD affiliated | Oldfield Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 7, 2024 | Nov 1, 2024 |
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5 moves match.