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
Anil B VaziraniHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 1, 2018Sep 27, 2018
Christopher Tatum StovallHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 1, 2018Sep 27, 2018
Phillip Leroy IngleHorter Investment Management, LLC independent RIALifetime Financial, Inc. state registeredRIA to a state-registered adviserSep 21, 2018Jun 17, 2026 (2826 d)
Eric Dean BrumaginHorter Investment Management, LLC independent RIASecure Investment Management, LLC independent RIARIA to RIASep 18, 2018Sep 17, 2018
Maria R GarzaHorter Investment Management, LLC independent RIAWealth Watch Advisors, Inc independent RIARIA to RIASep 17, 2018Sep 17, 2018
Ronald Carl WiitalaHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 17, 2018Sep 24, 2018
Michael Jerry SnaselHorter Investment Management, LLC independent RIALifepro Asset Management independent RIARIA to RIAAug 30, 2018Aug 24, 2018
Steven Ralph AndersonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 27, 2018Sep 6, 2018
Kurtis Wesley BarnettHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 22, 2018Aug 21, 2018
Tammy Lee ByrdHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 22, 2018Aug 28, 2018
James Moore McclennyHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAAug 21, 2018Jan 12, 2026 (2701 d)
Jason Todd HillHorter Investment Management, LLC independent RIAFinancial & Tax Architects, LLC mixed wealthRIA to RIAAug 14, 2018Aug 14, 2018
Canaan Trace PenlandHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAAug 14, 2018Aug 14, 2018
Dino John LoprestiHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAAug 3, 2018Aug 3, 2018
David Jonathon SearsHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 3, 2018Aug 13, 2018
Mark Jeffrey OrrHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 26, 2018Aug 16, 2018
Peter Michael CymbalakHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAJul 26, 2018Jul 25, 2018
Jay Howard MillardHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 25, 2018Aug 1, 2018
Michael Shannon TrentHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAJul 25, 2018Jul 25, 2018
Richard T KinneyHorter Investment Management, LLC independent RIATrek Financial independent RIARIA to RIAJul 25, 2018Jul 25, 2018
David George NewmanHorter Investment Management, LLC independent RIAFifth Third Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2018Jul 31, 2019 (379 d)
Christopher D KenneyHorter Investment Management, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 9, 2018Aug 20, 2018 (42 d)
Kyung Ho ChoeHorter Investment Management, LLC independent RIAAllmerits Asset Managment, LLC unclassifiedOtherJul 9, 2018Jun 29, 2018
Timothy John HendersonHorter Investment Management, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAMay 24, 2018Mar 19, 2019 (299 d)
Nancy Williams SchilreffHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMay 15, 2018Oct 9, 2019 (512 d)
Ronald James AnnoHorter Investment Management, LLC independent RIAFinancial & Tax Architects, LLC mixed wealthRIA to RIAMay 4, 2018May 18, 2018
Scott Edward StooksburyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 27, 2018May 2, 2018
Claude Thomas CorbettHorter Investment Management, LLC independent RIARoyal Fund Management, LLC independent RIARIA to RIAApr 27, 2018Feb 12, 2020 (656 d)
R. Alan KirbyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 27, 2018May 2, 2018
Cameron Michael BernadskyHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAApr 26, 2018May 4, 2018
William Vernon RoweHorter Investment Management, LLC independent RIAFounders Financial Securities, LLC independent RIARIA to RIAApr 26, 2018May 11, 2018
Timothy Michael FallonHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 25, 2018Apr 25, 2018
William Neal KearneyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 25, 2018Apr 24, 2018
Michael John FalcoHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 19, 2018Apr 18, 2018
Jeffrey Jay GollehonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 19, 2018May 19, 2018
John Howard IannucciHorter Investment Management, LLC independent RIAIlg Private Wealth, Inc. state registeredRIA to a state-registered adviserApr 19, 2018Mar 28, 2018
Thomas Gerard AvellinoHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 3, 2018Nov 13, 2019 (589 d)
Michael James Smith TuckerHorter Investment Management, LLC otherTlg Advisors, Inc. otherOtherFeb 23, 2018Feb 27, 2018
Robert Alan ParkerHorter Investment Management, LLC otherParkmont Wealth Advisors LLC state registeredOtherFeb 15, 2018Feb 9, 2018
Eliot Reed ParkerHorter Investment Management, LLC otherParkmont Wealth Advisors LLC state registeredOtherFeb 15, 2018Feb 9, 2018
Leonard Simon BakkerHorter Investment Management, LLC otherLifetime Financial, Inc. state registeredOtherFeb 7, 2018Feb 26, 2026 (2941 d)
Dennis Eugene KagelHorter Investment Management, LLC otherAe Wealth Management, LLC BD affiliatedOtherFeb 7, 2018Jan 20, 2023 (1808 d)
Bruce Gary KasermanHorter Investment Management, LLC otherFirst Advisors National, LLC otherOtherDec 8, 2017Jan 3, 2018
Michael J LehrhauptHorter Investment Management, LLC otherMjl Wealth Management, LLC unclassifiedOtherNov 28, 2017Jan 24, 2018 (57 d)
Paul August BuckleHorter Investment Management, LLC otherAe Wealth Management, LLC independent RIAOtherNov 17, 2017Sep 15, 2020 (1033 d)
Edward Anthony OrellHorter Investment Management, LLC otherVerity Asset Management independent RIAOtherNov 16, 2017Jan 31, 2019 (441 d)
Jeffrey Keegan MartinHorter Investment Management, LLC otherWealth Watch Advisors, Inc independent RIAOtherNov 7, 2017Jul 20, 2018 (255 d)
Gianna Mary CampoHorter Investment Management, LLC otherVerity Asset Management independent RIAOtherOct 25, 2017Jan 22, 2019 (454 d)
Ryan Kennedy FoncannonHorter Investment Management, LLC otherCoppell Advisory Solutions LLC otherOtherOct 19, 2017Oct 31, 2017
Stephen Kent BrownHorter Investment Management, LLC otherCalchoice Wealth Management LLC unclassifiedOtherSep 26, 2017Sep 21, 2017
Gabriel Paul JanusaHorter Investment Management, LLC otherFiduciary Partners, LLC state registeredOtherSep 21, 2017Oct 30, 2017 (39 d)
Charles Robert HenrichHorter Investment Management, LLC otherSouthwest Michigan Wealth Management, LLC state registeredOtherSep 12, 2017Jan 6, 2025 (2673 d)
Brad Eugene CooperHorter Investment Management, LLC otherCooper Financial Investments, LLC state registeredOtherSep 6, 2017Aug 30, 2017
Brian Jay BewleyHorter Investment Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherAug 31, 2017Sep 11, 2017
Raymond Joseph KozickiHorter Investment Management, LLC otherEvergreen Capital Management Inc state registeredOtherAug 24, 2017Aug 30, 2017
Larry D KloefkornHorter Investment Management, LLC otherFoundations Investment Advisors LLC otherOtherAug 17, 2017Aug 17, 2017
Mcgarry P MurrayHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJul 27, 2017Jul 24, 2017
Jay Don GrahamHorter Investment Management, LLC otherFoundations Investment Advisors LLC otherOtherJul 5, 2017Jun 30, 2017
Harry Earl CoussouHorter Investment Management, LLC otherAe Wealth Management, LLC otherOtherJul 3, 2017Jun 30, 2017
Mary Bridget RileyHorter Investment Management, LLC otherBrookstone Capital Management LLC independent RIAOtherJun 30, 2017May 16, 2018 (320 d)
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304 moves match.