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 Horter Investment 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.

AdvisorFromToTypeLeftRegistered
Diane Cynthia SnyderHorter Investment Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2026Aug 18, 2026
Glenn W. MossellerHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 30, 2026Jul 1, 2026
Anthony Joseph SaulinoHorter Investment Management, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 30, 2026Aug 11, 2026 (134 d)
Julie Lynn LesickiHorter Investment Management, LLC independent RIALuminist Capital, LLC independent RIARIA to RIASep 25, 2025Nov 25, 2025 (61 d)
Thomas Francis BennettHorter Investment Management, LLC independent RIARBC Securities, Inc. independent RIARIA to RIAMay 27, 2025Jun 6, 2025
Benjamin M HoutHorter Investment Management, LLC independent RIAGolden Reserve Retirement, LLC independent RIARIA to RIAOct 4, 2024Oct 22, 2024
Richard James HaeufleHorter Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankSep 16, 2024Oct 17, 2024 (31 d)
Edward Michael BotelhoHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMay 17, 2024May 17, 2024
David John CadaretteHorter Investment Management, LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2024Jan 9, 2024
Craig Philip MisuradzeHorter Investment Management, LLC independent RIAAgewise Financial Inc. state registeredRIA to a state-registered adviserNov 20, 2023Nov 28, 2023
Reed MellsHorter Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankOct 30, 2023Jan 5, 2024 (67 d)
Michael Thomas PrendergastHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 28, 2023Jan 7, 2025 (467 d)
Kyle Ivan ArnoldHorter Investment Management, LLC independent RIAWest Arbor Solutions, LLC state registeredRIA to a state-registered adviserSep 22, 2023Jan 2, 2025 (468 d)
Ashlee WillisHorter Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 19, 2023Sep 6, 2023 (49 d)
James Joseph VitouHorter Investment Management, LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 11, 2023Jul 11, 2023
James Daniel VitouHorter Investment Management, LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 11, 2023Jul 11, 2023
Jeffery Lynn IngrahamHorter Investment Management, LLC independent RIAWell Advised, LLC state registeredRIA to a state-registered adviserMay 5, 2023May 5, 2023
Larry Eugene FosterHorter Investment Management, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 14, 2023Jun 8, 2023 (55 d)
Fredric William MillerHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 7, 2022Oct 3, 2022
Michael Alexander WatkinsHorter Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIAOct 4, 2022Oct 25, 2022
Joann Marie NorthHorter Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIASep 30, 2022Sep 30, 2022
Donald Craig HoffmanHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 25, 2022Mar 26, 2024 (579 d)
Warren Dee BarrettHorter Investment Management, LLC independent RIAGlobal View Capital Management LLC independent RIARIA to RIAAug 24, 2022Oct 24, 2022 (61 d)
Kenneth Brian SchraubenHorter Investment Management, LLC independent RIARetirement Capital Services LLC state registeredRIA to a state-registered adviserAug 10, 2022Jan 1, 2025 (875 d)
Stephen Robert JenkinsHorter Investment Management, LLC independent RIAStrategic Portfolio Solutions, LLC independent RIARIA to RIAAug 5, 2022Aug 11, 2022
Jeffrey John FioreHorter Investment Management, LLC independent RIAYour Choice Financial LLC state registeredRIA to a state-registered adviserJul 28, 2022Nov 9, 2022 (104 d)
Robin Lou DepiesHorter Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 13, 2022Jun 10, 2022
Mitchell C DeskinsHorter Investment Management, LLC independent RIADinergy state registeredRIA to a state-registered adviserApr 27, 2022Sep 26, 2022 (152 d)
John Fredrik PetersHorter Investment Management, LLC independent RIAGlobal View Capital Management LLC independent RIARIA to RIAMar 29, 2022Mar 28, 2024 (730 d)
Kimberly PerryHorter Investment Management, LLC independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAMar 16, 2022Nov 18, 2022 (247 d)
Lonny Christopher PowellHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJan 13, 2022Jan 1, 2025 (1084 d)
Brendon Matthew ChristyHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIANov 8, 2021Nov 1, 2021
Patrick Kevin SeelyeHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIANov 4, 2021Nov 1, 2021
Joanne Fay BrownHorter Investment Management, LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserJul 16, 2021Jul 12, 2021
Philip Hearl HamiltonHorter Investment Management, LLC independent RIAD.H. Hill Advisors, Inc. independent RIARIA to RIAMay 14, 2021May 19, 2021
Veronica OsmonovHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 19, 2021Aug 10, 2021 (113 d)
Kara Lynn MitchellHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAMar 26, 2021Mar 24, 2023 (728 d)
Robert Edward KingHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 5, 2020Oct 2, 2020
John Michael KeeleyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 27, 2020Aug 27, 2020
Blair Bruce SchadlerHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 27, 2020Oct 19, 2020 (53 d)
John Blake TaylorHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 3, 2020Aug 7, 2020
Michelle Lea PhillipsHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Lynn Blair ThurgoodHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Clark Gage KemsleyHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 17, 2020
Brandon Alexander ThurgoodHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Nicole Lea AyersHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Rusty Lee MillerHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAMay 19, 2020Jun 15, 2020
Darcy Lee BergenHorter Investment Management, LLC independent RIASimplicity Wealth independent RIARIA to RIAMay 12, 2020May 21, 2020
Nicholas Daniel InnerbichlerHorter Investment Management, LLC independent RIAElite Income Advisors, Inc. independent RIARIA to RIAMay 11, 2020Oct 22, 2020 (164 d)
Mark Stuart BillesHorter Investment Management, LLC independent RIARetirement Investment Advisors Inc. state registeredRIA to a state-registered adviserMay 4, 2020Feb 28, 2020
Jay MehtaHorter Investment Management, LLC independent RIAVeraz Advisors independent RIARIA to RIAApr 30, 2020Mar 5, 2020
Marvin Ray ReynoldsHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 9, 2020Apr 6, 2020
Stacy Jo MongarHorter Investment Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAMar 9, 2020Mar 16, 2020
Kerry James BouchardHorter Investment Management, LLC independent RIASimplicity Wealth no RAUMOtherFeb 14, 2020Feb 14, 2020
Todd ChildersHorter Investment Management, LLC independent RIA4 Star Advisory Services LLC state registeredRIA to a state-registered adviserFeb 10, 2020Nov 5, 2019
Yuerg Theodor EichmannHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 22, 2020Jan 29, 2020
Jeremy Nathan PizzolatoHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 9, 2020Jan 15, 2020
Kerry Ray MorrisHorter Investment Management, LLC independent RIAApo Financial Services, LLC independent RIARIA to RIADec 31, 2019Mar 17, 2020 (77 d)
Tammy B PaxtonHorter Investment Management, LLC independent RIAApo Financial Services, LLC independent RIARIA to RIADec 16, 2019Feb 18, 2020 (64 d)
Katie Lynn ProsserHorter Investment Management, LLC independent RIAApo Financial Services, LLC independent RIARIA to RIADec 13, 2019Feb 18, 2020 (67 d)
Page 1 of 6Next
304 moves match.