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 Suncoast Equity Management, 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
Robin Lynn CookSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Terri Lynn RitchieSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Elizabeth Dopking NealSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Feb 24, 2026
Jeffrey Byron StrouseSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Feb 27, 2026
Thomas Patrick ReynoldsSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Feb 11, 2026
Frank Burkhead WyattSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Heather Wagner PerrySuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Bertram Templin MartinSuncoast Equity Management, LLC independent RIACollaboration Capital LLC independent RIARIA to RIADec 16, 2020Sep 7, 2020
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8 moves match.