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

Departures from Ronald Blue & Co., 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.

AdvisorFromToTypeLeftRegistered
Curtis Lee KnorrRonald Blue & Co., LLC otherRpa Financial, LLC institutionalOtherAug 1, 2017Feb 20, 2020 (933 d)
Colbert D. ChangRonald Blue & Co., LLC otherAdvice And Planning Services BD affiliatedOtherAug 1, 2017Mar 4, 2019 (580 d)
Lantz Daryle BowmanRonald Blue & Co., LLC otherLinscomb Wealth, Inc. independent RIAOtherAug 1, 2017Oct 21, 2019 (811 d)
William Mark FarrellRonald Blue & Co., LLC otherNorthwest Asset Management independent RIAOtherAug 1, 2017Aug 27, 2021 (1487 d)
Melanie Odom FitzgeraldRonald Blue & Co., LLC otherResource Planning Group, Ltd. independent RIAOtherAug 1, 2017Jan 19, 2021 (1267 d)
David Robert SoudersRonald Blue & Co., LLC otherApis Wealth, LLC state registeredOtherAug 1, 2017Sep 5, 2019 (765 d)
Sarah E BakerRonald Blue & Co., LLC otherSbsb Financial Advisors otherOtherAug 1, 2017Oct 11, 2017 (71 d)
Samuel Scott ErdmanRonald Blue & Co., LLC otherAnchor Wealth Advisors, LLC state registeredOtherAug 1, 2017Apr 2, 2019 (609 d)
Thomas James KnudsonRonald Blue & Co., LLC otherVanguard Advisers, Inc. BD affiliatedOtherAug 1, 2017Mar 13, 2020 (955 d)
Christopher Jordan LimRonald Blue & Co., LLC otherAlongside Wealth Advisors, LLC state registeredOtherAug 1, 2017Aug 23, 2024 (2579 d)
Andrew Tyler ClementRonald Blue & Co., LLC otherSagespring Wealth Partners independent RIAOtherAug 1, 2017Aug 25, 2021 (1485 d)
Jordan FultonRonald Blue & Co., LLC otherNetadvizor, LLC unclassifiedOtherAug 1, 2017Sep 21, 2018 (416 d)
Steven ChambersRonald Blue & Co., LLC otherWillis Johnson Wealth independent RIAOtherAug 1, 2017Aug 9, 2021 (1469 d)
John David DoverspikeRonald Blue & Co., LLC otherCapital Investment Advisors, LLC independent RIAOtherAug 1, 2017Aug 10, 2026 (3296 d)
Zachary Ryan GentryRonald Blue & Co., LLC otherGentry Financial state registeredOtherAug 1, 2017Jun 13, 2024 (2508 d)
Benjamin Guerrant JonesRonald Blue & Co., LLC otherCaptrust institutionalOtherAug 1, 2017Aug 19, 2022 (1844 d)
Deborah Kay KimeryRonald Blue & Co., LLC otherVident Asset Management asset managerOtherJul 7, 2017Sep 3, 2019 (788 d)
Charles Stuart TerryRonald Blue & Co., LLC otherShepherd Wealth Partners state registeredOtherJun 5, 2017Jun 20, 2017
Daniel Kent JohnsonRonald Blue & Co., LLC otherVanguard Advisers, Inc. otherOtherJan 23, 2017Feb 10, 2017
Kathryn Vieh ReddenRonald Blue & Co., LLC other1st Global Advisors Inc otherOtherJan 3, 2017Jan 25, 2017
Evan Alexander AveryRonald Blue & Co., LLC otherGlobal Retirement Partners LLC institutionalOtherNov 7, 2016Feb 7, 2019 (822 d)
Charles Richard AmbroselliRonald Blue & Co., LLC otherBenedetti, Gucer & Associates otherOtherMar 2, 2016Nov 21, 2016 (264 d)
William James IredaleRonald Blue & Co., LLC otherVident Investment Advisory, LLC otherOtherJan 4, 2016Jan 7, 2016
Kirk WilkersonRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Nov 2, 2015
Andrew Bruen GreepRonald Blue & Co., LLC otherKovack Advisors, Inc. otherOtherOct 14, 2015Oct 8, 2015
Andrew Scott LubbenRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Oct 15, 2015
Jill Lovett CrawfordRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Nov 4, 2015
Kelly Chesser GallimoreRonald Blue & Co., LLC otherMerit Financial Advisors otherOtherOct 14, 2015Dec 1, 2015 (48 d)
Denise S LeeRonald Blue & Co., LLC otherSpectrum Wealth Management, LLC independent RIAOtherJul 1, 2015Jul 8, 2015
Shane Allen CaldwellRonald Blue & Co., LLC otherUnited Capital Financial Advisors otherOtherMar 2, 2015Nov 13, 2015 (256 d)
Daniel Joseph GraffRonald Blue & Co., LLC otherWeatherstone Capital Management otherOtherJun 27, 2014Jul 28, 2014 (31 d)
Taylor Thomas StanfillRonald Blue & Co., LLC otherVerisail Partners, LLC independent RIAOtherMay 15, 2014May 20, 2014
Thomas Edward TalbottRonald Blue & Co., LLC otherCambridge Investment Research Advisors, Inc. otherOtherApr 4, 2014Apr 7, 2014
Scott Matthew PerkinsRonald Blue & Co., LLC otherCetera Advisor Networks LLC otherOtherAug 19, 2013Nov 14, 2013 (87 d)
Esther Laurie BodmanRonald Blue & Co., LLC otherCornerstone Wealth Planning independent RIAOtherJun 3, 2013Apr 10, 2018 (1772 d)
Christopher William KnightRonald Blue & Co., LLC otherCornerstone Wealth Planning independent RIAOtherFeb 8, 2013Apr 5, 2013 (56 d)
Peter John TomassiRonald Blue & Co., LLC otherTomassi Financial Planning, LLC state registeredOtherNov 30, 2012Feb 22, 2013 (84 d)
Patrick Earl Fitzgerald ReidRonald Blue & Co., LLC otherWells Fargo Advisors wirehouseOtherJul 19, 2012Dec 20, 2012 (154 d)
Gregory Allen MikesellRonald Blue & Co., LLC otherThrivent Investment Management Inc. otherOtherJul 2, 2012Aug 27, 2014 (786 d)
Mark Robert HildebrandRonald Blue & Co., LLC otherRaymond James & Associates, Inc. national BDOtherOct 19, 2011Jan 12, 2012 (85 d)
William Drake ConnorRonald Blue & Co., LLC otherMeld Financial, Inc. independent RIAOtherNov 12, 2010Sep 23, 2020 (3603 d)
Sam A ParailRonald Blue & Co., LLC otherChase Investment Services Corp. otherOtherMay 21, 2010May 14, 2010
Todd Daniel WalterRonald Blue & Co., LLC otherThe Joseph Group Capital Management otherOtherOct 23, 2009May 13, 2011 (567 d)
Kevin John CornishRonald Blue & Co., LLC otherValic Financial Advisors, Inc. otherOtherNov 25, 2008Nov 26, 2008
Stephen Paul CarrRonald Blue & Co., LLC otherWinthrop Capital Management otherOtherDec 31, 2007Dec 21, 2007
Richard Lee BartholomewRonald Blue & Co., LLC otherCitigroup Global Markets Inc. otherOtherAug 30, 2007Feb 12, 2008 (166 d)
Daniel Ronie FosterRonald Blue & Co., LLC otherPricewaterhousecoopers Investment Advisers LLC no RAUMOtherSep 30, 2004Dec 2, 2004 (63 d)
Susan Marie TilleryRonald Blue & Co., LLC otherBmo Family Office, LLC otherOtherNov 6, 2003Mar 23, 2004 (138 d)
Christopher Howard ToadvineRonald Blue & Co., LLC otherOsaic Fa, Inc. otherOtherNov 6, 2002Oct 14, 2002
Carl Richard EmerickRonald Blue & Co., LLC otherSentinel Wealth Management, Inc. otherOtherSep 30, 2002Oct 4, 2002
William Boroughs ErtelRonald Blue & Co., LLC otherTassel Capital Management, Inc independent RIAOtherAug 23, 2002Jun 24, 2002
James Mark JosephRonald Blue & Co., LLC otherSentinel Wealth Management, Inc. otherOtherAug 21, 2002Aug 24, 2002
Christopher Joel LipperRonald Blue & Co., LLC otherLPL Financial LLC otherOtherJul 1, 2002Feb 10, 2003 (224 d)
Matthew William SpearRonald Blue & Co., LLC otherSapere Wealth Management, LLC otherOtherJun 7, 2002Jun 10, 2002
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54 moves match.