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 Ocean Path Advisors, 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 |
|---|---|---|---|---|---|
| Kelly Mitchell Volk | Strategic Advisers LLC national BD | Ocean Path Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2026 | May 28, 2026 |
| Todd Curtis Butler | Mariner Independent independent RIA | Ocean Path Advisors, LLC no RAUM | RIA to a newly registered adviser | May 1, 2026 | Feb 10, 2026 |
| Ross Alexander Kroll | Mariner Independent independent RIA | Ocean Path Advisors, LLC no RAUM | RIA to a newly registered adviser | May 1, 2026 | Feb 10, 2026 |
| Riley Jameson Van Velthuyzen | Mariner Independent independent RIA | Ocean Path Advisors, LLC no RAUM | RIA to a newly registered adviser | May 1, 2026 | Apr 30, 2026 |
| Matthew Stanley Evans | Mariner Independent independent RIA | Ocean Path Advisors, LLC no RAUM | RIA to a newly registered adviser | May 1, 2026 | Feb 10, 2026 |
| Mary Kate Belnap | Mariner Independent independent RIA | Ocean Path Advisors, LLC no RAUM | RIA to a newly registered adviser | May 1, 2026 | Feb 10, 2026 |
| Riley Jameson Van Velthuyzen | Mariner Independent independent RIA | Ocean Path Advisors, LLC no RAUM | RIA to a newly registered adviser | Feb 18, 2026 | Feb 10, 2026 |
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7 moves match.