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 Howard Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anthony E. Sherlag | Howard Capital Management, LLC mixed wealth | Embassy Asset Management LP asset manager | Other | Mar 30, 2023 | Sep 8, 2025 (893 d) |
| Loyd Lamar Beacham | Howard Capital Management, LLC mixed wealth | Badger Creek Advisors, LLC unclassified | Other | Sep 19, 2022 | Nov 15, 2023 (422 d) |
| Samuel Wright | Howard Capital Management, LLC independent RIA | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Oct 15, 2021 | Jun 14, 2023 (607 d) |
| Patrick Robert Mcgill | Howard Capital Management, LLC independent RIA | Robertson Investment Management independent RIA | RIA to RIA | Oct 22, 2020 | Apr 6, 2021 (166 d) |
| Matthew Aaron Clark | Howard Capital Management, LLC independent RIA | Capital Investment Advisors, LLC independent RIA | RIA to RIA | Oct 8, 2020 | Feb 22, 2021 (137 d) |
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5 moves match.