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 Veritrust Financial, 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
William George BrennanVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Joseph Charles ChalomVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 21, 2013
Terry DuhamelVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Timothy Frank McfallVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Hector Noe HinojosaVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Geoffrey Ballard HaynesVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Richard Edward BentelVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Bradley Jay EasomVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 29, 2013
Constantin Dragomir BrancovVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Fred Wayne ThomasVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Nick Allen EdwardsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Judith Angela ZeiglerVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Philip DetlefsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
James William SniderVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Katherine Jean MorrisVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Nathan Andrew EdwardsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 29, 2013
Quincy Deearl CaldwellVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Scott Stephen JacobsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 29, 2013
Idolina Maria ShumwayVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Mark Allen TownsendVeritrust Financial, LLC otherMoney Concepts Advisory Service BD affiliatedOtherSep 27, 2013Nov 19, 2025 (4436 d)
Wade Thomas UlothVeritrust Financial, LLC otherSage Advisory Services Ltd Co otherOtherSep 27, 2013Oct 2, 2013
Dena Jean McsherryVeritrust Financial, LLC otherRaymond James Financial Services Advisors, Inc otherOtherMar 28, 2013Apr 9, 2013
Chantal BalcomVeritrust Financial, LLC otherOsaic Wealth, Inc. otherOtherNov 19, 2012Nov 20, 2012
Paul Joseph JacobsVeritrust Financial, LLC otherCaldwell International Securities unclassifiedOtherAug 16, 2012Aug 15, 2012
Richard Gary LucasVeritrust Financial, LLC otherLucas II, Richard Gary unclassifiedOtherMar 16, 2012Mar 30, 2012
Marc Christopher HelfrichVeritrust Financial, LLC otherMarc C Helfrich Registered Investment Advisor state registeredOtherMar 15, 2012Apr 2, 2012
Quincy Deearl CaldwellVeritrust Financial, LLC otherRidgeway Conger Advisory Services otherOtherSep 12, 2011Dec 19, 2011 (98 d)
Jorge Enrique GonzalezVeritrust Financial, LLC otherAe Wealth Management, LLC independent RIAOtherJul 15, 2011May 7, 2018 (2488 d)
Michael Dean MooreVeritrust Financial, LLC otherPeak Investments state registeredOtherApr 4, 2011Dec 2, 2019 (3164 d)
Terry Albert PasqualeVeritrust Financial, LLC otherCetera Investment Services LLC otherOtherDec 2, 2009Nov 29, 2011 (727 d)
Jessica Lynn LaferreraVeritrust Financial, LLC otherValic Financial Advisors, Inc. otherOtherMay 5, 2009May 4, 2009
David Wayne MartinVeritrust Financial, LLC otherFb Advisory Services, LLC state registeredOtherDec 31, 2006Jul 23, 2007 (204 d)
Lisa Jean GambleVeritrust Financial, LLC otherThe Mcgriff Alliance state registeredOtherFeb 11, 2005Jun 6, 2008 (1211 d)
Steven Edward LebaronVeritrust Financial, LLC otherSsn Advisory, Inc. otherOtherDec 1, 2004Dec 3, 2004
Hussain Ali FawazVeritrust Financial, LLC otherOsaic Fa, Inc. otherOtherJun 17, 2004Nov 13, 2007 (1244 d)
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35 moves match.