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 Court Place Advisors 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 Paul ChlanCourt Place Advisors LLC independent RIAMai Capital Management, LLC independent RIARIA to RIADec 1, 2025Nov 25, 2025
James Gregory SweetCourt Place Advisors LLC independent RIAMai Capital Management, LLC independent RIARIA to RIADec 1, 2025Dec 16, 2025
Michael Ross GoldenCourt Place Advisors LLC independent RIAMai Capital Management, LLC independent RIARIA to RIADec 1, 2025Nov 25, 2025
John Francis SantryCourt Place Advisors LLC independent RIAMai Capital Management, LLC independent RIARIA to RIADec 1, 2025Jan 2, 2026 (32 d)
Gregory Joseph AkersCourt Place Advisors LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankFeb 6, 2024Apr 2, 2024 (56 d)
Glen Edward FrostCourt Place Advisors LLC independent RIABestgate Wealth Advisors, LLC independent RIARIA to RIAFeb 19, 2019Jun 17, 2019 (118 d)
Joseph Thomas HillCourt Place Advisors LLC independent RIABestgate Wealth Advisors, LLC independent RIARIA to RIAFeb 19, 2019Jun 17, 2019 (118 d)
Benjamin Henry DorseyCourt Place Advisors LLC independent RIAInfinity Wealth Partners, LLC unclassifiedOtherJun 4, 2018Nov 27, 2018 (176 d)
Matthew Robert CostaCourt Place Advisors LLC independent RIASurepath Wealth Management unclassifiedOtherMay 25, 2018Jun 15, 2018
Timothy Michael StolzCourt Place Advisors LLC independent RIASurepath Wealth Management unclassifiedOtherMay 25, 2018Jun 15, 2018
Andrew Corwine DavisCourt Place Advisors LLC otherSchiff Wealth Advisors, LLC state registeredOtherDec 31, 2011Jan 1, 2026 (5115 d)
Justin T TaillonCourt Place Advisors LLC otherZimmermann Investment Management & Planning LLC independent RIAOtherDec 31, 2011Mar 26, 2020 (3008 d)
Harvey Clifford ByrdCourt Place Advisors LLC otherMML Investors Services, LLC otherOtherDec 31, 2008Feb 27, 2009 (58 d)
Mycha Morgan MarshallCourt Place Advisors LLC otherWealth Asset Management, Inc. unclassifiedOtherDec 31, 2004Oct 31, 2005 (304 d)
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14 moves match.