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 Activ8 Family Office LLC
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 |
|---|---|---|---|---|---|
| Frank Matthew Zecca | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Christopher John Legg | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Christopher Peter Anest | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Geoffrey Douglas Marsh | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Keith Sean Packard | Ofs independent RIA | Activ8 Family Office LLC no RAUM | RIA to a newly registered adviser | Dec 11, 2025 | Dec 1, 2025 |
| Timothy Alvarado | Ofs independent RIA | Activ8 Family Office LLC independent RIA | RIA to RIA | Dec 11, 2025 | Apr 16, 2026 (126 d) |
| Brett Michael Dimas | Raymond James & Associates, Inc. national BD | Activ8 Family Office LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 9, 2022 | Dec 2, 2025 (1211 d) |
| Austin James Philbin | Morgan Stanley wirehouse | Activ8 Family Office LLC independent RIA | Wirehouse to independent RIA | May 29, 2012 | Apr 24, 2026 (5078 d) |
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8 moves match.