DFX Intelligence

RIA Intelligence

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
Joseph Henry BorchersHorter Investment Management, LLC otherSecure Investment Management, LLC otherOtherApr 4, 2017May 15, 2017 (41 d)
Mark Edward NicholsHorter Investment Management, LLC otherCharter Advisory Services, LLC state registeredOtherMar 21, 2017Jun 30, 2017 (101 d)
Robert Edward SzymanskiHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherMar 17, 2017Mar 21, 2017
Gary Richard LoducaHorter Investment Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherMar 6, 2017Mar 14, 2017
Michael John SloanHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJan 31, 2017Nov 13, 2017 (286 d)
Brian Keith DennisHorter Investment Management, LLC otherBrian Dennis, CFP® unclassifiedOtherJan 23, 2017Jan 13, 2017
Blake Moran CampbellHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherJan 16, 2017Jan 19, 2017
John Harrison ZarinskyHorter Investment Management, LLC otherAe Wealth Management, LLC otherOtherJan 9, 2017Jan 6, 2017
Ross Frederick BrowneHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherDec 9, 2016Dec 9, 2016
Robert Richard WolfHorter Investment Management, LLC otherWoodbury Financial Services, Inc. otherOtherDec 2, 2016Dec 5, 2016
Brandon Webster MorganHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherNov 30, 2016Nov 29, 2016
Timothy Michael FitzharrisHorter Investment Management, LLC otherDinergy state registeredOtherNov 7, 2016Mar 3, 2017 (116 d)
Carl Elgus HoweHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherNov 4, 2016Nov 3, 2016
Kimberly Jean WellsHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherOct 26, 2016Oct 25, 2016
Alan Stuart FriedHorter Investment Management, LLC otherWealth Watch Advisors, Inc otherOtherOct 25, 2016Oct 24, 2016
Robert Clark SmithHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherOct 4, 2016Oct 4, 2016
John Patrick LynchHorter Investment Management, LLC otherRoyal Fund Management, LLC otherOtherSep 30, 2016Oct 5, 2016
Andrew Kent ToolsonHorter Investment Management, LLC otherVerity Asset Management independent RIAOtherSep 28, 2016Nov 1, 2023 (2590 d)
Randall Eric FrittsHorter Investment Management, LLC otherBrookstone Capital Management LLC independent RIAOtherSep 28, 2016Jun 30, 2021 (1736 d)
Bradley Ray SmithHorter Investment Management, LLC otherWestminster Financial Advisory Corp otherOtherSep 22, 2016Sep 7, 2017 (350 d)
Robert Luke BrittHorter Investment Management, LLC otherLevel Four Advisory Services otherOtherAug 25, 2016Aug 29, 2016
Alan David RagovinHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherAug 24, 2016Aug 30, 2016
Lonnie Wayne HoodHorter Investment Management, LLC otherWealth Watch Advisors, Inc otherOtherAug 23, 2016Aug 22, 2016
Scott Edward SidorHorter Investment Management, LLC otherAe Wealth Management, LLC otherOtherAug 22, 2016Aug 18, 2016
Ryan KimesHorter Investment Management, LLC otherSentinel Wealth Management LLC unclassifiedOtherAug 22, 2016Feb 24, 2017 (186 d)
Steven Lind BowldsHorter Investment Management, LLC otherUSA Financial Securities LLC otherOtherAug 18, 2016Aug 22, 2016
Logan Cole QueckHorter Investment Management, LLC otherRoyal Fund Management, LLC otherOtherAug 18, 2016Sep 6, 2016
John Thomas TurnerHorter Investment Management, LLC otherFirst Advisors National, LLC otherOtherJul 29, 2016Aug 17, 2016
James Kenneth JohnsonHorter Investment Management, LLC otherGradient Advisors, LLC otherOtherJul 25, 2016Jul 25, 2016
Gary S. GrahamHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJul 8, 2016Jul 8, 2016
Wesley Ellis WaltersHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJul 1, 2016Jul 1, 2016
Derek Norman SauerwineHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJun 8, 2016Jun 8, 2016
Michael Emmett WilliamsHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherJun 6, 2016Jun 2, 2016
Terry Lane ColemanHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherMay 10, 2016May 10, 2016
David Alan EissmanHorter Investment Management, LLC otherSound Income Strategies, LLC otherOtherMay 6, 2016May 6, 2016
Dustin P RollinsHorter Investment Management, LLC otherVann Equity Management LLC otherOtherMay 2, 2016May 19, 2016
Sherwood Allison BarbourHorter Investment Management, LLC otherGradient Investments, LLC independent RIAOtherApr 4, 2016Feb 22, 2018 (689 d)
Ryan James CravitzHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherMar 4, 2016Mar 4, 2016
Joseph Ivan FishmanHorter Investment Management, LLC otherGlobal Financial Private Capital, Inc. otherOtherFeb 11, 2016Feb 10, 2016
Stephen G. DavisHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJan 29, 2016Jan 29, 2016
James Scott DonewaldHorter Investment Management, LLC otherCris Capital, Ltd. state registeredOtherJan 25, 2016Jan 27, 2016
Lawrence Joseph BedardHorter Investment Management, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherDec 16, 2015Dec 17, 2015
Sherwood Allison BarbourHorter Investment Management, LLC otherPremier Financial Services Of North Carolina unclassifiedOtherDec 14, 2015Nov 24, 2015
Christopher Shawn McintireHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherNov 19, 2015Jan 15, 2013
Gary James SiposHorter Investment Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherNov 16, 2015Nov 23, 2015
Jennifer Lynne LandonHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherNov 9, 2015Feb 8, 2012
David MerskyHorter Investment Management, LLC otherCabana Asset Management otherOtherNov 5, 2015Nov 5, 2015
Timothy Jon SparksHorter Investment Management, LLC otherSecure Investment Management, LLC otherOtherOct 20, 2015Oct 26, 2015
Joseph William HamelHorter Investment Management, LLC otherPortfolio Medics, LLC independent RIAOtherOct 5, 2015Oct 9, 2015
Angelica RoxasHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherOct 2, 2015Mar 17, 2016 (167 d)
Guy Philip JonesHorter Investment Management, LLC otherAdvisory Services Network otherOtherSep 1, 2015Feb 3, 2015
Phillip Paul PutneyHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherAug 20, 2015Aug 20, 2015
Woodrow D BowlingHorter Investment Management, LLC otherFirst Advisors National, LLC otherOtherJul 17, 2015Jan 8, 2016 (175 d)
Michael Scott MooreHorter Investment Management, LLC otherVann Equity Management LLC no RAUMOtherJun 16, 2015Apr 29, 2015
Christopher Scott MooreHorter Investment Management, LLC otherVann Equity Management LLC no RAUMOtherJun 16, 2015May 6, 2015
Mark Alden PetersonHorter Investment Management, LLC otherVann Equity Management LLC no RAUMOtherJun 16, 2015May 6, 2015
Brian MooreHorter Investment Management, LLC otherVann Equity Management LLC no RAUMOtherJun 16, 2015May 6, 2015
Patrick Warren CarmichaelHorter Investment Management, LLC otherWealth And Retirement Investments, Inc. unclassifiedOtherMay 21, 2015Jun 3, 2015
Susan Charlson Mcnamara MusilHorter Investment Management, LLC otherVann Equity Management LLC no RAUMOtherMay 15, 2015Jun 12, 2015
John Worden ColemanHorter Investment Management, LLC otherVann Equity Management LLC no RAUMOtherApr 24, 2015Apr 28, 2015
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304 moves match.