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 Martin Capital Advisors, Llp
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stacey Vincent-Flores | Martin Capital Advisors, Llp independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2025 | Apr 30, 2026 (156 d) |
| Mauricio Sanchez | Martin Capital Advisors, Llp independent RIA | Portafolio Capital Management state registered | RIA to a state-registered adviser | Oct 10, 2025 | Feb 7, 2024 |
| Sonali Mahendra Patel | Martin Capital Advisors, Llp independent RIA | Texas Capital Bank Private Wealth Advisors independent RIA | RIA to RIA | Dec 8, 2022 | Dec 8, 2022 |
| David Harris James | Martin Capital Advisors, Llp other | Cach Capital Management, LLC unclassified | Other | May 6, 2010 | Jan 11, 2010 |
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4 moves match.