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 Potomac
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 |
|---|---|---|---|---|---|
| Michael Mogavero | Potomac asset manager | Main Management, LLC independent RIA | Other | Jan 21, 2026 | Feb 4, 2026 |
| Jonathon Tyler Lovingood | Potomac asset manager | Shell Capital Management, LLC other | Other | Nov 3, 2025 | Dec 10, 2025 (37 d) |
| Chad Alan Thomas-Killam | Potomac asset manager | LPL Financial LLC BD affiliated | Other | Aug 22, 2025 | Jun 22, 2026 (304 d) |
| John Charles Saunders | Potomac asset manager | Frontier Asset Management, LLC mixed wealth | Other | Aug 6, 2025 | Sep 14, 2026 (404 d) |
| Brian Garrette | Potomac asset manager | Equitable Advisors, LLC national BD | Other | Jul 7, 2025 | Jul 21, 2025 |
| Chase David Smith | Potomac asset manager | Main Management, LLC independent RIA | Other | Jul 2, 2025 | Aug 1, 2025 |
| Jon Ferraiolo | Potomac asset manager | Hartford Funds asset manager | Other | May 23, 2025 | Jun 10, 2025 |
| Jonathan Forbes Fecko | Potomac asset manager | Frontier Asset Management, LLC mixed wealth | Other | Feb 27, 2025 | Mar 16, 2025 |
| Linwood Reynolds | Potomac asset manager | Cetera Investment Advisers LLC BD affiliated | Other | Jan 2, 2025 | May 30, 2025 (148 d) |
| Colette L Beaumont | Potomac asset manager | Equitable Advisors, LLC national BD | Other | Dec 20, 2024 | Jan 2, 2026 (378 d) |
| Philip Jason Buffery | Potomac asset manager | Alpha Vee Advisors no RAUM | Other | Mar 6, 2024 | Oct 10, 2024 (218 d) |
| Gary Shilman | Potomac asset manager | Edward Jones national BD | Other | Feb 12, 2024 | Nov 12, 2024 (274 d) |
| Michael John Sciulli | Potomac other | Mtc Wealth Management asset manager | Other | Jan 22, 2024 | Feb 21, 2025 (396 d) |
| Shelly Lynn Brockman | Potomac other | Asset Management Group independent RIA | Other | Dec 1, 2023 | Jan 9, 2024 (39 d) |
| Scott Matthew Friel | Potomac other | Securities America Advisors, Inc. BD affiliated | Other | Jan 15, 2021 | May 26, 2021 (131 d) |
| Mark James Palamaras | Potomac independent RIA | Potomac Advisors, Inc. mixed wealth | RIA to RIA | Sep 16, 2020 | Feb 24, 2022 (526 d) |
| Vainius Bronius Gleveckas | Potomac other | Flexible Plan Investments Ltd other | Other | May 26, 2017 | Mar 5, 2018 (283 d) |
| Martha Callahan | Potomac other | Fbb Capital Partners independent RIA | Other | Dec 1, 2014 | Jan 3, 2023 (2955 d) |
| Richard Matthew Paul | Potomac other | Potomac Advisors, Inc. independent RIA | Other | Sep 25, 2012 | Dec 11, 2025 (4825 d) |
| Michael Richard Andersen | Potomac other | Andersen Wealth Management state registered | Other | Jun 25, 2008 | Jul 3, 2019 (4025 d) |
Page 1 of 1
20 moves match.