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 Southport 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.

AdvisorFromToTypeLeftRegistered
William Fred GundersonSouthport Capital independent RIAGunderson Capital Management no RAUMOtherMay 16, 2022Jun 6, 2022
Carmen Moss HodnettSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 11, 2022
Barry Jay KyteSouthport Capital independent RIAGunderson Capital Management no RAUMOtherMay 16, 2022Jun 3, 2022
Lynne Ann WitmerSouthport Capital independent RIAOne Wealth Map, LLC no RAUMOtherMay 16, 2022Jan 5, 2015
Henry Joseph LessnerSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 3, 2022
Ryan Andrew BerkowitzSouthport Capital independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 16, 2022Feb 9, 2023 (269 d)
Manita Ho MoranSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 2, 2022
Darold Charles BrooksSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 17, 2022
Bryan Craig WisdaSouthport Capital independent RIAAlmega Wealth Management independent RIARIA to RIAApr 5, 2022Oct 6, 2021
Frank E HicksSouthport Capital independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 2, 2022Apr 26, 2022 (55 d)
Conrad Brian LevesqueSouthport Capital independent RIAProsperity Capital Advisors independent RIARIA to RIAJan 5, 2022Jan 10, 2022
Paul James DipalmaSouthport Capital independent RIAMutual Trust Asset Mgmt., Inc. independent RIARIA to RIADec 3, 2021Jun 14, 2023 (558 d)
Paul David GuerraSouthport Capital independent RIAWealthsource? independent RIARIA to RIANov 16, 2021Sep 12, 2021
Bruce Alan DipietroSouthport Capital independent RIAWealthsource? independent RIARIA to RIANov 16, 2021Sep 12, 2021
Cody Robert KirkSouthport Capital independent RIAWildrye Financial state registeredRIA to a state-registered adviserNov 10, 2021Nov 9, 2021
Rodney Dale DirSouthport Capital independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 3, 2021Sep 21, 2021
Stewart Swinton SmithSouthport Capital independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2021Nov 15, 2021 (38 d)
Nickolas SeifertSouthport Capital independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 23, 2021Nov 9, 2021 (47 d)
James Clayton ParkerSouthport Capital independent RIAPatton Albertson Miller Group, LLC independent RIARIA to RIASep 8, 2021Sep 10, 2024 (1098 d)
Joel BusboomSouthport Capital independent RIAJoel Busboom Financial, LLC state registeredRIA to a state-registered adviserJul 19, 2021Jul 6, 2021
Jarrod Douglas HowardSouthport Capital independent RIAWealth Enhancement & Preservation independent RIARIA to RIAJun 1, 2020Jun 5, 2020
Jonathan James MilesSouthport Capital independent RIAHancock Whitney Investment Services Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2020Apr 1, 2020
Michael Anthony LangeSouthport Capital independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 1, 2019Aug 23, 2019
Daniel M MoasSouthport Capital otherAspiriant, LLC independent RIAOtherDec 20, 2016Jan 28, 2026 (3326 d)
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24 moves match.