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 Tolleson Private Wealth Management

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 Stanley NeelyTolleson Private Wealth Management mixed wealthJfg Family Office independent RIARIA to RIAMar 17, 2026Feb 17, 2026
Haris KopicTolleson Private Wealth Management mixed wealthBoyum Wealth Architects LLC independent RIARIA to RIAJan 27, 2026Feb 4, 2026
Brittyn Russell BrenderTolleson Private Wealth Management mixed wealthVersant Capital Management, Inc. independent RIARIA to RIAApr 22, 2025Apr 22, 2026 (365 d)
Lucy Andrews GardnerTolleson Private Wealth Management mixed wealthMatter Family Office independent RIARIA to RIAApr 26, 2024Jul 10, 2024 (75 d)
Justin Lewis ThompsonTolleson Private Wealth Management mixed wealthMatter Family Office independent RIARIA to RIANov 27, 2023Dec 19, 2023
Royce Creighton RameyTolleson Private Wealth Management mixed wealthVersant Capital Management, Inc. independent RIARIA to RIAJul 17, 2023Jul 18, 2023
Forrest Alten PinkertonTolleson Private Wealth Management mixed wealthAlliancebernstein L.P. asset managerOtherDec 14, 2022Dec 9, 2025 (1091 d)
Dustin Allan EldridgeTolleson Private Wealth Management mixed wealthTeam Private Wealth Management unclassifiedOtherApr 26, 2022Apr 28, 2022
Robert Allen TurleyTolleson Private Wealth Management mixed wealthCreative Planning independent RIARIA to RIAOct 4, 2021Oct 5, 2021
Jason Shey LipsettTolleson Private Wealth Management mixed wealthMariner BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2020Mar 9, 2021 (268 d)
Geoffrey Cong Khanh TranTolleson Private Wealth Management mixed wealthFortitude Family Office independent RIARIA to RIAOct 29, 2019Oct 22, 2024 (1820 d)
Caleb Aaron BrianTolleson Private Wealth Management mixed wealthTrue North Advisors, LLC independent RIARIA to RIAMar 7, 2019May 23, 2019 (77 d)
Neal Douglas WadleyTolleson Private Wealth Management otherWestwood Wealth Management independent RIAOtherSep 26, 2017May 11, 2018 (227 d)
Brandon Heath KershawTolleson Private Wealth Management otherSouthern Wealth Management Llp otherOtherJan 9, 2017Nov 9, 2017 (304 d)
Benjamin Thurmond BroylesTolleson Private Wealth Management otherBroyles Advisory, LLC state registeredOtherSep 29, 2016Oct 26, 2016
Mark David HalfhillTolleson Private Wealth Management otherStrategic Advisers LLC national BDOtherMay 26, 2015Jul 30, 2015 (65 d)
Karina BrunsonTolleson Private Wealth Management otherRgt Wealth Advisors otherOtherDec 3, 2014Mar 17, 2015 (104 d)
Phillip Paul HammanTolleson Private Wealth Management otherLinscomb Wealth, Inc. otherOtherApr 12, 2013May 6, 2013
Cord Anthony AdamsTolleson Private Wealth Management otherShamrock Asset Management LLC otherOtherSep 29, 2010Aug 20, 2012 (691 d)
Kevin Wayne MargolisTolleson Private Wealth Management otherSfmg Wealth Advisors otherOtherAug 4, 2004Nov 17, 2004 (105 d)
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20 moves match.