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 Echelon Group

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.

AdvisorFromToTypeLeftRegistered
Jacob Kyle RamirezWells Fargo Advisors wirehouseEchelon Group mixed wealthWirehouse to independent RIAMar 9, 2026Mar 4, 2026
Dallas Wade FagenOsaic Wealth, Inc. BD affiliatedEchelon Group mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 10, 2026Feb 18, 2026
Donald Lee ReimanArbor Point Advisors BD affiliatedEchelon Group no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 8, 2024Nov 7, 2024
Elizabeth Rose LangleyArbor Point Advisors BD affiliatedEchelon Group no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 8, 2024Nov 12, 2024
Riley W MckenzieArbor Point Advisors BD affiliatedEchelon Group no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 8, 2024Nov 7, 2024
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5 moves match.