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 Trustmont Advisory Group, Inc.

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
Gio Vonne James SandersTrustmont Advisory Group, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 21, 2026Jun 11, 2026
Giselle Marie SadaTrustmont Advisory Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2025Dec 5, 2025 (184 d)
Simler Creig BatchelerTrustmont Advisory Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2024Aug 2, 2024
Larry SfinasTrustmont Advisory Group, Inc. BD affiliatedSecure Asset Management, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAMay 20, 2024May 21, 2024
Matthew Carl PhilistineTrustmont Advisory Group, Inc. BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherJan 24, 2023Dec 2, 2024 (678 d)
Mary Katherine PuzakTrustmont Advisory Group, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2022Nov 2, 2022
Jared WegleyTrustmont Advisory Group, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2022Nov 1, 2022
Justin WegleyTrustmont Advisory Group, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2022Nov 1, 2022
Edward E BlackaTrustmont Advisory Group, Inc. BD affiliatedCentaurus Financial, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 21, 2020Dec 22, 2020
Francis Paul CarsonTrustmont Advisory Group, Inc. BD affiliatedMoney Concepts Advisory Service BD affiliatedAffiliated broker-dealer or bank to anotherSep 22, 2020Sep 10, 2020
Bradford Steven JonesTrustmont Advisory Group, Inc. BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2019Feb 9, 2026 (2239 d)
Melissa Jane CrockettTrustmont Advisory Group, Inc. BD affiliatedIs Capital Management state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 2, 2019Jan 13, 2020 (42 d)
Evan Michael SeachTrustmont Advisory Group, Inc. BD affiliatedM Holdings Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2019Dec 23, 2019 (61 d)
Michael Reitman FriedlanderTrustmont Advisory Group, Inc. BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 22, 2019Feb 25, 2019
Donald Thomas FetskoTrustmont Advisory Group, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 20, 2019Mar 12, 2019
Wayne Scott SegearTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 18, 2018Dec 7, 2018
Kyle Edwin BeveridgeTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 10, 2018Nov 15, 2018
Alex Joseph KulkaTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 10, 2018Nov 15, 2018
Rex LinkenbachTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 29, 2018Nov 15, 2018
Adam BeveridgeTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 29, 2018Nov 15, 2018
Gregory Scott TealTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 15, 2018Oct 25, 2018
Eric Michael SmithTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 15, 2018Oct 25, 2018
Aimee Anne TothTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 15, 2018Oct 19, 2018
Max Richard HouseTrustmont Advisory Group, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2018Oct 12, 2018
Michelle Lee SearsTrustmont Advisory Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 17, 2018Mar 25, 2020 (555 d)
Scott CoyTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2018Jul 14, 2020 (820 d)
John Clair DallerTrustmont Advisory Group, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 12, 2017Dec 11, 2017
Donald SadaTrustmont Advisory Group, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherMay 31, 2017Jun 5, 2017
Donald Thomas FetskoTrustmont Advisory Group, Inc. otherCitizens Securities, Inc. otherOtherApr 27, 2017Apr 25, 2017
Michelle Argero MalacinskiTrustmont Advisory Group, Inc. otherPruco Securities, LLC otherOtherApr 18, 2017May 2, 2017
Edward Tony CarfangTrustmont Advisory Group, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 8, 2016Dec 8, 2016
Gina Marie KovatchTrustmont Advisory Group, Inc. otherOakmont Capital Management, LLC otherOtherDec 1, 2016Dec 9, 2016
Alissa Marie GarciaTrustmont Advisory Group, Inc. otherOakmont Capital Management, LLC otherOtherOct 31, 2016Nov 14, 2016
Robert Armando RuffoloTrustmont Advisory Group, Inc. otherOsaic Fs, Inc. otherOtherOct 19, 2016Nov 1, 2016
Christopher George ConnellyTrustmont Advisory Group, Inc. otherNovus Advisors otherOtherOct 6, 2016Sep 1, 2011
Jennifer Marie BelsheTrustmont Advisory Group, Inc. otherNovus Advisors otherOtherOct 6, 2016Sep 1, 2011
Michael Anthony ValienteTrustmont Advisory Group, Inc. otherLegacy & Wealth Financial Advisors state registeredOtherSep 8, 2016Aug 15, 2016
James Dennis HoughTrustmont Advisory Group, Inc. otherQuestar Asset Management, Inc. otherOtherAug 3, 2015Aug 6, 2015
Chester AndersonTrustmont Advisory Group, Inc. otherLegacytexas Wealth Advisors otherOtherMay 7, 2015May 12, 2015
Lillian Mae CrusanTrustmont Advisory Group, Inc. otherMsi Financial Services, Inc. otherOtherNov 19, 2014Jun 9, 2015 (202 d)
Ryan Richard SikoraTrustmont Advisory Group, Inc. otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 24, 2014Mar 1, 2019 (1589 d)
John Joseph NavinTrustmont Advisory Group, Inc. otherGlobal Financial Private Capital, Inc. otherOtherOct 23, 2014Oct 21, 2014
Kristin Marie PearsonTrustmont Advisory Group, Inc. otherCoury Investment Advisors, Inc. unclassifiedOtherSep 8, 2014May 15, 2015 (249 d)
Jacob Randall GodfreyTrustmont Advisory Group, Inc. otherWaddell & Reed otherOtherAug 18, 2014Sep 15, 2014
David George SzaboTrustmont Advisory Group, Inc. otherWealth Pro Advisors, Inc. no RAUMOtherApr 24, 2014Mar 18, 2014
Paige Loretta GunnTrustmont Advisory Group, Inc. otherDarwin Wealth Management otherOtherFeb 27, 2014Mar 13, 2014
Robert HarwoodTrustmont Advisory Group, Inc. otherDarwin Wealth Management otherOtherFeb 26, 2014Feb 11, 2013
Richard Matthew DeckerTrustmont Advisory Group, Inc. otherDarwin Wealth Management otherOtherJan 27, 2014Jul 25, 2013
Martin Edward LeeTrustmont Advisory Group, Inc. otherLPL Financial LLC otherOtherDec 23, 2013Jan 7, 2014
Adam Brennen CurranTrustmont Advisory Group, Inc. otherGlobal Financial Private Capital, Inc. otherOtherAug 26, 2013Aug 19, 2013
Thomas A TrostTrustmont Advisory Group, Inc. otherDfg Wealth Management, LLC state registeredOtherJul 31, 2013Aug 16, 2013
Robert John KostyTrustmont Advisory Group, Inc. otherForesters Equity Services, Inc. otherOtherJun 25, 2013Jul 3, 2013
Mark William PetroTrustmont Advisory Group, Inc. otherLakeland Investor Services, Inc. state registeredOtherJun 4, 2013Apr 29, 2013
Brett Martin PecherskyTrustmont Advisory Group, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMar 25, 2013Mar 22, 2013
John Paul ReisingTrustmont Advisory Group, Inc. otherReising Financial Services, Inc. unclassifiedOtherDec 4, 2012Nov 13, 2014 (709 d)
Stephen Paul ShafferTrustmont Advisory Group, Inc. otherLatitude Advisors, LLC otherOtherDec 3, 2012Mar 20, 2013 (107 d)
Thomas M FormhalsTrustmont Advisory Group, Inc. otherTuttle Wealth Management, LLC otherOtherJul 31, 2012Aug 6, 2012
Alan Stephen PranskyTrustmont Advisory Group, Inc. otherForesters Equity Services, Inc. otherOtherJul 23, 2012May 28, 2013 (309 d)
Brian BestTrustmont Advisory Group, Inc. otherPnc Wealth Management otherOtherFeb 27, 2012May 1, 2012 (64 d)
Robert Douglas FalkTrustmont Advisory Group, Inc. otherCentauri Advisory Group, Inc. state registeredOtherDec 20, 2011Jan 4, 2012
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67 moves match.