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.

Registered advisor

Cameron Merrill Evans

Capital Investment Advisory Services, LLCBD affiliatedRaleigh, Nc IA-onlyIAPD 3216303

Feed of 09/15/2026

At current firm

1 y

since Sep 8, 2025

In the industry

27 y

since Jul 27, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Capital Investment Advisory Services, LLC BD affiliated current
since Sep 8, 2025 · Greenville, Nc
Foundations Investment Advisors LLC independent RIA
May 11, 2021 to Sep 3, 2025 · Greenville, Nc
Lifepro Asset Management former
Apr 2, 2018 to May 10, 2021 · Greenville, Nc
Coppell Advisory Solutions LLC independent RIA
May 28, 2014 to Dec 13, 2018 · Greenville, Nc
First Citizens Investor Services, Inc. BD affiliated
Jun 24, 2008 to Jun 1, 2012 · Greenville, Nc
LPL Financial LLC BD affiliated
Oct 14, 2005 to May 13, 2008 · Greenville, Nc
Raymond James Financial Services, Inc. unclassified
Dec 31, 2001 to Oct 4, 2005 · New Bern, Nc

Moves

a registration end followed by a registration begin elsewhere

Foundations Investment Advisors LLC to Capital Investment Advisory Services, LLC
left Sep 3, 2025, registered Sep 8, 2025 (5 days) · RIA to affiliated broker-dealer or bank
Lifepro Asset Management to Foundations Investment Advisors LLC
left May 10, 2021, registered May 11, 2021 (1 days) · RIA to RIA
Coppell Advisory Solutions LLC to Lifepro Asset Management
left Dec 13, 2018, registered Apr 2, 2018 (-255 days) · RIA to RIA
First Citizens Investor Services, Inc. to Coppell Advisory Solutions LLC
left Jun 1, 2012, registered May 28, 2014 (726 days) · Other
LPL Financial LLC to First Citizens Investor Services, Inc.
left May 13, 2008, registered Jun 24, 2008 (42 days) · Other
Raymond James Financial Services, Inc. to LPL Financial LLC
left Oct 4, 2005, registered Oct 14, 2005 (10 days) · Other

Signals

Cameron Merrill Evans left Foundations Investment Advisors Llc for Capital Investment Advisory Services, Llc (registered 2025-09-08)
Sep 3, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address