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 Horizon Wealth
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 |
|---|---|---|---|---|---|
| Austin Michael Cooper | Accelerated Wealth Advisors LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Apr 13, 2026 | Apr 21, 2026 |
| Lawrence Peter Spoth | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 19, 2026 | Feb 19, 2026 |
| Jacob Zachary Child | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 19, 2026 | Feb 19, 2026 |
| Benjamin Scott Smith | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | May 8, 2025 | Mar 31, 2025 |
| Daniel Roland Blair | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 20, 2025 | Nov 27, 2024 |
| Jonathan Richard Vogel | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 20, 2025 | Nov 27, 2024 |
| Logan Taylor Smith | Root Financial Partners independent RIA | Horizon Wealth independent RIA | RIA to RIA | Oct 16, 2024 | Jan 7, 2025 (83 d) |
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7 moves match.