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 Capital Directions 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
Dennis Wayne CovingtonCapital Directions LLC independent RIAFocus Advisor Solutions, LLC otherOtherApr 25, 2023Aug 30, 2013
Terrence Patrick HartiganCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
John Lile WilliamsCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Apr 20, 2023
John Matthew McmillenCapital Directions LLC independent RIAFocus Advisor Solutions, LLC otherOtherApr 25, 2023Mar 18, 2011
Nathan Scott PritchardCapital Directions LLC independent RIAFocus Advisor Solutions, LLC otherOtherApr 25, 2023Mar 29, 2011
Joshua John PodczervinskiCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 9, 2023
Patrick Joseph CurranCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 9, 2023
Michael Hunter BrooksCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Miriam C FalakiCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Richard C. O'DonnellCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Michael Wellington BorkCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Evan GoldfussCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Evan Landon KuykendallCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Feb 27, 2023
Terry Jay MontanoCapital Directions LLC independent RIAFacet independent RIARIA to RIAApr 11, 2023Mar 25, 2021
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14 moves match.