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 Virtus Investment Advisers, 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
Thomas Vincent WinklerVirtus Investment Advisers, LLC asset managerAptus Capital Advisors, LLC independent RIAOtherAug 31, 2026Sep 16, 2026
Jessica Butler ButlerVirtus Investment Advisers, LLC asset managerSymmetry Partners independent RIAOtherAug 17, 2026Aug 19, 2026
Daniel Kenneth ClineVirtus Investment Advisers, LLC asset managerMorgan Stanley wirehouseOtherAug 3, 2026Aug 18, 2026
Marcia Andrea PereiraVirtus Investment Advisers, LLC asset managerSymmetry Partners independent RIAOtherApr 13, 2026Apr 21, 2026
Dylan RuppVirtus Investment Advisers, LLC asset managerTouchstone Advisors Inc asset managerOtherApr 1, 2026Apr 30, 2026
Timothy L PaulsonVirtus Investment Advisers, LLC asset managerMarshall + Sterling Wealth Advisors, Inc. mixed wealthOtherMar 4, 2026May 1, 2026 (58 d)
Francis Edwin EdsallVirtus Investment Advisers, LLC asset managerPresidio Capital Management, LLC independent RIAOtherJun 30, 2025Aug 21, 2025 (52 d)
Eric Mathew KaletaVirtus Investment Advisers, LLC asset managerLri Investments independent RIAOtherMay 2, 2024May 3, 2024
Geoffrey Scott JohnsonVirtus Investment Advisers, LLC asset managerSoltis Investment Advisors, LLC independent RIAOtherNov 27, 2023Mar 26, 2024 (120 d)
Jeffrey Michael McclureVirtus Investment Advisers, LLC asset managerTrajan Wealth, L.L.C. independent RIAOtherOct 4, 2023Jan 7, 2025 (461 d)
Chloe Anne HuntVirtus Investment Advisers, LLC asset managerBahl & Gaynor LLC mixed wealthOtherSep 20, 2023Feb 28, 2024 (161 d)
Alexander C StuartVirtus Investment Advisers, LLC asset managerCantor Fitzgerald Investment Advisors mixed wealthOtherOct 25, 2022Dec 6, 2022 (42 d)
Christopher Michael CollinsVirtus Investment Advisers, LLC asset managerToews Asset Management asset managerOtherSep 7, 2022Nov 28, 2023 (447 d)
Riley Patrick GessnerVirtus Investment Advisers, LLC asset managerRegent Peak Wealth Advisors, LLC independent RIAOtherMay 26, 2022Mar 16, 2026 (1390 d)
Alicien Anne DemonteVirtus Investment Advisers, LLC asset managerColumbia Management Investment Advisers, LLC asset managerOtherApr 6, 2022Jun 3, 2022 (58 d)
Gia Marie BubnisVirtus Investment Advisers, LLC asset managerNuveen Asset Management, LLC otherOtherMar 22, 2022Apr 18, 2022
Jack Raymond KulpaVirtus Investment Advisers, LLC asset managerAnchor Capital Advisors LLC otherOtherSep 9, 2021Dec 18, 2017
Brian HaggertyVirtus Investment Advisers, LLC asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherJul 20, 2020Dec 16, 2021 (514 d)
Christopher M ScuderiVirtus Investment Advisers, LLC asset managerOsaic Fa, Inc. BD affiliatedOtherFeb 3, 2020Feb 18, 2020
Nicholas Kates PelletierVirtus Investment Advisers, LLC asset managerFirst Trust Advisors LP asset managerOtherOct 15, 2019Sep 15, 2022 (1066 d)
Dylan DeleonVirtus Investment Advisers, LLC asset managerPacer Advisors, Inc. asset managerOtherOct 15, 2019Nov 14, 2019
Richard R DavisVirtus Investment Advisers, LLC asset managerTransamerica Financial Advisors, LLC BD affiliatedOtherMay 13, 2019Apr 7, 2021 (695 d)
John William DanielVirtus Investment Advisers, LLC asset managerInvesco Advisers, Inc. asset managerOtherJan 4, 2019Sep 25, 2019 (264 d)
Jeffrey Peirce GaringerVirtus Investment Advisers, LLC asset managerAmundi Pioneer Institutional Asset Management, Inc. otherOtherNov 7, 2018Sep 12, 2019 (309 d)
Douglas James BottaroVirtus Investment Advisers, LLC otherFirst Trust Advisors LP asset managerOtherApr 28, 2017Mar 23, 2021 (1425 d)
Patrick AreyVirtus Investment Advisers, LLC otherEmpower Advisory Group, LLC otherOtherFeb 14, 2017Mar 27, 2017 (41 d)
Matthew Ellis TaussigVirtus Investment Advisers, LLC otherMorgan Stanley wirehouseOtherJan 5, 2017Mar 30, 2017 (84 d)
John David PanicoVirtus Investment Advisers, LLC otherMML Investors Services, LLC BD affiliatedOtherSep 21, 2016Jan 22, 2021 (1584 d)
Edward Powers CahillVirtus Investment Advisers, LLC otherFirst Trust Advisors LP asset managerOtherSep 15, 2016Mar 5, 2025 (3093 d)
Christopher Wayne Kwame ClarkeVirtus Investment Advisers, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 26, 2015Oct 30, 2015
Michael LauraVirtus Investment Advisers, LLC otherInvesco Advisers, Inc. otherOtherJun 1, 2015Jun 8, 2015
Lindsay Fitzgerald McleodVirtus Investment Advisers, LLC otherRaymond James & Associates, Inc. national BDOtherApr 20, 2015May 6, 2015
Matthew Thomas SweeneyVirtus Investment Advisers, LLC otherWilliam Joseph Capital Management, Inc. independent RIAOtherApr 20, 2015Jun 23, 2015 (64 d)
Christopher J HodgdonVirtus Investment Advisers, LLC otherSage Advisory Services Ltd Co otherOtherApr 7, 2015Jul 22, 2015 (106 d)
Jonathan M WienerVirtus Investment Advisers, LLC otherMorgan Stanley wirehouseOtherMar 17, 2015Jul 3, 2021 (2300 d)
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35 moves match.