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
Mark David KinneyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 2, 2019Dec 24, 2019
Michael Kent PetticordHorter Investment Management, LLC independent RIAAlphastar Capital Management independent RIARIA to RIANov 29, 2019Dec 10, 2019
Lamar Daniel BreshearsHorter Investment Management, LLC independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2019Nov 18, 2019
Chester Jay BlackmonHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIANov 4, 2019Nov 14, 2019
Glenn Patrick CummingsHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAOct 31, 2019Nov 5, 2019
Brion Timothy WaltersHorter Investment Management, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAOct 21, 2019Nov 1, 2019
Brenton Lee FewoxHorter Investment Management, LLC independent RIAAtlas Capital Management Corp independent RIARIA to RIAOct 11, 2019Oct 11, 2019
Lori Ann DayHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 3, 2019Sep 30, 2019
John King MailanderHorter Investment Management, LLC independent RIADinergy state registeredRIA to a state-registered adviserSep 12, 2019Sep 11, 2019
Michael Casey SheehanHorter Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 3, 2019Oct 4, 2019 (31 d)
Blair Israel AaronsonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 23, 2019Aug 22, 2019
Timothy Warren PetersonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 23, 2019Aug 28, 2019
Garret H ReesHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAAug 23, 2019Aug 26, 2019
Lonnie Wayne HoodHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAAug 21, 2019Aug 22, 2019
Spenser Thomas VagoHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 14, 2019Jul 15, 2020 (336 d)
Deborah Jean DetrayHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAAug 13, 2019Dec 12, 2019 (121 d)
Brian Erle GrayHorter Investment Management, LLC independent RIAApo Financial Services, LLC independent RIARIA to RIAAug 13, 2019Jul 8, 2019
Johnny Michael GoodhueHorter Investment Management, LLC independent RIAApo Financial Services, LLC independent RIARIA to RIAAug 13, 2019Jul 3, 2019
Raymond John SteinHorter Investment Management, LLC independent RIAApo Financial Services, LLC independent RIARIA to RIAAug 13, 2019Aug 9, 2019
Gary William RonanHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 9, 2019Aug 16, 2019
Andrew Phillip BlakleyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 2, 2019Sep 2, 2019 (31 d)
Thomas Mclellan DavisHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 29, 2019Jul 29, 2019
Ian Anthony GedminasHorter Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJul 26, 2019Aug 7, 2019
Michael L WursterHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 25, 2019Jul 23, 2019
Larry Richard JonesHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 23, 2019Aug 5, 2019
Victoria Renee TaylorHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 19, 2019Jan 1, 2025 (1993 d)
Matthew Glen OaksHorter Investment Management, LLC independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserJul 17, 2019Jul 18, 2019
Gary Leonard HicklinHorter Investment Management, LLC independent RIALifetime Financial, Inc. state registeredRIA to a state-registered adviserJul 8, 2019Jul 8, 2019
Stephen Paul BeckerHorter Investment Management, LLC independent RIABecker Wealth Management, LLC unclassifiedOtherJul 2, 2019Feb 27, 2017
Craig LipniskisHorter Investment Management, LLC independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2019Jan 4, 2021 (553 d)
Daniel Sheldon JewellHorter Investment Management, LLC independent RIAJewell Wealth Management Inc. state registeredRIA to a state-registered adviserJun 25, 2019Jun 24, 2019
Richard C ThompsonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 19, 2019Jun 18, 2019
Brent A MarshallHorter Investment Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAMay 31, 2019Jun 28, 2019
David Robert MonterminiHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 23, 2019May 22, 2019
Samuel Ivor AlleyneHorter Investment Management, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 22, 2019Jun 3, 2019
Roger James EvanishHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 16, 2019May 21, 2019
Bryan Michael RichHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMay 10, 2019May 10, 2019
Mark Jackson MyersHorter Investment Management, LLC independent RIAAmerican Money Management, LLC independent RIARIA to RIAMay 9, 2019May 14, 2019
Mark Curtis ScottHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 9, 2019May 14, 2019
Richard Roy KirkHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 6, 2019May 3, 2019
Catherine C MendozaHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 3, 2019May 7, 2019
August Henry VeltenHorter Investment Management, LLC independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserApr 25, 2019May 2, 2019
Lloyd Carl KullHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 18, 2019Apr 17, 2019
Alexis Nicole VasquezHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAApr 5, 2019Apr 8, 2019
Casey S CroysdaleHorter Investment Management, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAApr 1, 2019Apr 1, 2019
Antonio Michael FilipponeHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAFeb 7, 2019Feb 13, 2019
Justin Wayne McguffeyHorter Investment Management, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAJan 31, 2019Feb 8, 2019
John Allan BlacklidgeHorter Investment Management, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAJan 30, 2019Jan 1, 2026 (2528 d)
James Robert LyterHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 22, 2019Jan 17, 2019
Nick Dell'AquilaHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 22, 2019Jan 23, 2019
John M LittleHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 15, 2019Jan 14, 2019
Kelly Marie FasterlingHorter Investment Management, LLC independent RIAAspen Creek Wealth Management, LLC state registeredRIA to a state-registered adviserJan 4, 2019Jan 2, 2019
Garry Lee PakozdyHorter Investment Management, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIADec 21, 2018Dec 27, 2018
Eric Gary BurstockHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIADec 10, 2018Dec 12, 2018
Jeffrey Paul VoganHorter Investment Management, LLC independent RIAPremiere Wealth Advisors, LLC state registeredRIA to a state-registered adviserDec 3, 2018Nov 14, 2018
William Daniel BrooksHorter Investment Management, LLC independent RIASecure Investment Management, LLC independent RIARIA to RIAOct 24, 2018Nov 15, 2018
Gregory Miles BabcockHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 18, 2018Oct 19, 2018
Paula Jan AbbottHorter Investment Management, LLC independent RIAJourney Advisory Group, LLC independent RIARIA to RIAOct 15, 2018Sep 27, 2024 (2174 d)
Jonathon Edward ArmstrongHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 12, 2018Oct 17, 2018
Thomas Lloyd KunkelHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 2, 2018Oct 4, 2018
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304 moves match.