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 Verus Financial Partners

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
Michelle OrellanaVerus Financial Partners independent RIASpark Financial Advisors independent RIARIA to RIAFeb 29, 2024Mar 18, 2024
Justin A CasonVerus Financial Partners independent RIACg Advisory Services independent RIARIA to RIANov 6, 2023Dec 6, 2023
J Michael AlbanoVerus Financial Partners independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 28, 2022Sep 29, 2022
Alexander Werner DammVerus Financial Partners independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 23, 2022Nov 22, 2022 (152 d)
Benjamin Edward RaikesVerus Financial Partners independent RIAMason & Associates, LLC independent RIARIA to RIADec 21, 2021Feb 15, 2022 (56 d)
Michael Todd PowersVerus Financial Partners independent RIAManuka Financial independent RIARIA to RIAMay 3, 2021May 6, 2021
Thomas Farrington BlackburnVerus Financial Partners independent RIACentaurus Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2019Jul 26, 2019
Amanda Kathryn AnsellVerus Financial Partners independent RIAOlio Financial Planning independent RIARIA to RIANov 6, 2018Nov 30, 2018
Joseph C ThompsonVerus Financial Partners otherDavenport & Company LLC otherOtherMay 31, 2017Aug 3, 2017 (64 d)
Clifton L RutherfordVerus Financial Partners otherR & J Financial Partners, LLC state registeredOtherSep 2, 2014Sep 3, 2014
Brian Peter DavetVerus Financial Partners otherR & J Financial Partners, LLC state registeredOtherSep 2, 2014Sep 3, 2014
Philip James WallinVerus Financial Partners otherAtlas Financial unclassifiedOtherApr 14, 2014Jun 25, 2014 (72 d)
Kate Cardillo BrownVerus Financial Partners otherDavis Wealth Management otherOtherAug 31, 2009May 28, 2010 (270 d)
Michael Gregory RoederVerus Financial Partners otherCurio Wealth, LLC independent RIAOtherMar 10, 2009Mar 27, 2025 (5861 d)
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14 moves match.