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 Scs 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.

AdvisorFromToTypeLeftRegistered
Travis Jason BroadhurstScs Capital Management LLC independent RIASweeney Financial Advisors independent RIARIA to RIAJul 7, 2026Aug 3, 2026
Cody R MccallumScs Capital Management LLC independent RIABallentine Partners independent RIARIA to RIAMar 30, 2026May 1, 2026 (32 d)
Keaton Kyle HimslScs Capital Management LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 3, 2025Dec 23, 2025
Michael Richard LeclercScs Capital Management LLC independent RIACmh Wealth Management, LLC independent RIARIA to RIAAug 27, 2025Dec 16, 2025 (111 d)
Alanna Paiva RobinsonScs Capital Management LLC independent RIABallentine Partners independent RIARIA to RIAOct 28, 2024Nov 25, 2024
Zachary Maxwell CliffordScs Capital Management LLC independent RIACaptrust institutionalOtherSep 6, 2023Jan 24, 2024 (140 d)
Alexandra Mary RooneyScs Capital Management LLC independent RIARevolve Wealth Partners, LLC independent RIARIA to RIAApr 19, 2023May 12, 2023
Jocelyn SchwartzScs Capital Management LLC independent RIAWescott Financial Advisory Group LLC independent RIARIA to RIAMar 1, 2021Oct 21, 2021 (234 d)
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8 moves match.