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 Hamilton Capital
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 |
|---|---|---|---|---|---|
| Jeremy Thomas Dunlop | Hamilton Capital independent RIA | Hb Wealth independent RIA | RIA to RIA | May 26, 2026 | Jun 15, 2026 |
| Brian Wesley Becker | Hamilton Capital independent RIA | Chapters To Wealth state registered | RIA to a state-registered adviser | Mar 6, 2026 | Apr 1, 2026 |
| Joel Daniel Potts | Hamilton Capital independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2025 | Sep 16, 2026 (285 d) |
| Christopher Archer | Hamilton Capital independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Sep 29, 2025 | Oct 21, 2025 |
| Grant Scott Dahlquist | Hamilton Capital independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 29, 2025 | Oct 29, 2025 |
| Christopher Stephen Kimmet | Hamilton Capital independent RIA | Aptus Financial, LLC no RAUM | Other | Jul 28, 2025 | Jul 29, 2025 |
| Genevieve Elizabeth George | Hamilton Capital independent RIA | Pelican Financial Planning And Wealth, Pllc no RAUM | RIA to a newly registered adviser | Apr 16, 2025 | Jul 28, 2025 (103 d) |
| Jill Marie Raderstorf | Hamilton Capital independent RIA | Aptus Financial, LLC no RAUM | Other | Feb 14, 2025 | Feb 19, 2025 |
| Andrew Schroeder | Hamilton Capital independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2024 | Oct 9, 2024 (72 d) |
| Philip Carl Shaffer | Hamilton Capital independent RIA | Oneascent Family Offices independent RIA | RIA to RIA | May 1, 2024 | May 2, 2024 |
| Britton Cotton | Hamilton Capital independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Sep 27, 2022 | Oct 25, 2022 |
| Rachel Roher | Hamilton Capital independent RIA | Merit Wealth Management, LLC unclassified | Other | Mar 2, 2022 | Aug 2, 2022 (153 d) |
| Patrick Joseph Finneran | Hamilton Capital independent RIA | Facet independent RIA | RIA to RIA | Oct 18, 2021 | Nov 5, 2021 |
| Brandon Philip Dempsey | Hamilton Capital independent RIA | Budros, Ruhlin & Roe independent RIA | RIA to RIA | Aug 9, 2021 | Sep 9, 2021 (31 d) |
| Shengde Liu | Hamilton Capital independent RIA | Access Wealth Group, LLC state registered | RIA to a state-registered adviser | Mar 15, 2021 | Oct 3, 2023 (932 d) |
| Sean A Edwards | Hamilton Capital independent RIA | Ballentine Partners independent RIA | RIA to RIA | Apr 8, 2020 | Apr 21, 2020 |
| Joshua Ryan Shaffer | Hamilton Capital independent RIA | Trinity Financial Advisors LLC independent RIA | RIA to RIA | Apr 3, 2019 | Apr 9, 2026 (2563 d) |
| Michael Robert Caligiuri De Jesus | Hamilton Capital independent RIA | Caligiuri Financial unclassified | Other | Apr 6, 2018 | May 24, 2018 (48 d) |
| Mark Kevin Obrock | Hamilton Capital other | Stratos Wealth Partners, Ltd other | Other | Dec 4, 2017 | Mar 16, 2018 (102 d) |
| Lori Lynn Eisel | Hamilton Capital other | Arcadia Financial Partners, LLC state registered | Other | Oct 19, 2017 | Feb 8, 2017 |
| Charles James Hendrickson | Hamilton Capital other | The Hendrickson Advisory Group, Inc. state registered | Other | Jun 8, 2017 | Jul 19, 2017 (41 d) |
| Rebekah Jo Curran | Hamilton Capital other | Everhart Advisors independent RIA | Other | Jun 8, 2017 | Jul 7, 2026 (3316 d) |
| Andrew James Lehman | Hamilton Capital other | Edelman Financial Services, LLC other | Other | Aug 8, 2016 | Aug 10, 2016 |
| James Andrew Rogers | Hamilton Capital other | Fisher Investments other | Other | Jun 13, 2016 | Jun 6, 2017 (358 d) |
| Eric Gerhard Shisler | Hamilton Capital other | Budros, Ruhlin & Roe other | Other | Nov 12, 2013 | Jun 3, 2014 (203 d) |
| Nathaniel Jones | Hamilton Capital other | Wells Fargo Advisors wirehouse | Other | Jul 22, 2009 | Jul 11, 2022 (4737 d) |
| Darcy Jane Jones | Hamilton Capital other | Usaa Financial Planning Services no RAUM | Other | Jun 2, 2009 | Aug 12, 2009 (71 d) |
| Gary John Marcinick | Hamilton Capital other | Budros, Ruhlin & Roe other | Other | Jun 21, 2006 | Jul 20, 2006 |
| Marian Lee Leuby | Hamilton Capital other | The Hendrickson Advisory Group, Inc. state registered | Other | Sep 15, 2003 | Jan 23, 2004 (130 d) |
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29 moves match.