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 Trustcore Financial Services, 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
Philip John RuttererTrustcore Financial Services, LLC independent RIARutterer Planning state registeredRIA to a state-registered adviserOct 8, 2021Nov 22, 2021 (45 d)
Nicole Kristine HalwegTrustcore Financial Services, LLC independent RIAFinancial Harvest Wealth Advisors independent RIARIA to RIAFeb 28, 2019Apr 28, 2026 (2616 d)
Joshua F ParkerTrustcore Financial Services, LLC independent RIAHorne Wealth Advisors, LLC independent RIARIA to RIANov 29, 2018Dec 14, 2018
Barry Jay KyteTrustcore Financial Services, LLC independent RIAGunderson Capital Management independent RIARIA to RIAApr 6, 2018Sep 4, 2019 (516 d)
Robert Owen WalkerTrustcore Financial Services, LLC otherCypress Capital, LLC independent RIAOtherNov 6, 2017Jul 30, 2025 (2823 d)
Brian Denton JohnsonTrustcore Financial Services, LLC otherComposition Wealth, LLC independent RIAOtherJun 21, 2017Jan 1, 2025 (2751 d)
Frederick Ehrenberg CongdonTrustcore Financial Services, LLC otherHoxton Planning & Management, LLC independent RIAOtherOct 4, 2016Sep 9, 2025 (3262 d)
Mark Danner RichardsTrustcore Financial Services, LLC otherCommonwealth Financial Network national BDOtherMar 13, 2015Mar 13, 2015
Jamie Ledon LangeTrustcore Financial Services, LLC otherCommonwealth Financial Network national BDOtherMar 13, 2015Mar 13, 2015
Terri Bolden WardTrustcore Financial Services, LLC otherRichland Advisory no RAUMOtherAug 5, 2013Aug 5, 2013
David Allen RhodesTrustcore Financial Services, LLC otherSpc otherOtherSep 21, 2012Sep 28, 2012
James Francis MurphyTrustcore Financial Services, LLC otherKeel Point Advisors, LLC otherOtherJun 15, 2011Jun 8, 2011
Linda Ellen Grant-SmithTrustcore Financial Services, LLC otherAmerican Portfolios Advisors, Inc otherOtherDec 31, 2009Dec 24, 2009
William Clayton PerryTrustcore Financial Services, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherFeb 19, 2008Oct 2, 2018 (3878 d)
James Lee MackeyTrustcore Financial Services, LLC otherMorgan Stanley wirehouseOtherFeb 16, 2005Nov 1, 2011 (2449 d)
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15 moves match.