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 Oasis Advisors
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 |
|---|---|---|---|---|---|
| Timothy Andrew Thompson | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 28, 2025 |
| Larry Alexander Celaya | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 30, 2025 |
| Korey John Doucette | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| Klaine Michael Doucette | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| Narsing Venkat Kommireddi | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| Bryan Matthew Dewhurst | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 28, 2025 |
| Paul Richard Debuhr | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 30, 2025 |
| Julio Rodriguez | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | Jun 7, 2025 |
| Gregory Kent Diamond | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | Jun 4, 2025 |
| Janelle Johnson Thompson | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 23, 2025 |
| Marcus Joel White | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | Jun 10, 2025 |
| Karen L Dins | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| Taylor Jesse Thompson | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 28, 2025 |
| Dustin Lee Wright | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| Rukmini Sunkara | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| William Carlisle Bone | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | May 29, 2025 |
| Michael D Mcdonald | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | Jun 6, 2025 |
| Karter Michael Doucette | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Aug 27, 2025 | Jun 4, 2025 |
| William Mitchell Zerillo | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Apr 23, 2025 | May 27, 2025 (34 d) |
| Ryan Biesinger Wall | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Apr 7, 2025 | May 28, 2025 (51 d) |
| Brian Robert Eckert | Terra Wealth independent RIA | Oasis Advisors no RAUM | RIA to a newly registered adviser | Mar 27, 2025 | May 27, 2025 (61 d) |
| Andrew Eddy Kern | Alpha Architect other | Oasis Advisors independent RIA | Other | Feb 18, 2011 | Aug 4, 2026 (5646 d) |
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22 moves match.