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 Voyager 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
Robert Jay AndersonVoyager Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Nov 24, 2025
Rachael Ann NickelsenVoyager Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Nov 19, 2025
Cole James FleischmannVoyager Capital Management, LLC independent RIAEndowment Wealth Management, Inc. independent RIARIA to RIAMar 24, 2025Apr 14, 2025
Michael Francis WesolowskiVoyager Capital Management, LLC independent RIALiberty Financial Group, Inc. independent RIARIA to RIAMar 1, 2021Sep 15, 2025 (1659 d)
John Richard CarlsonVoyager Capital Management, LLC independent RIAHendrickson Financial Services, LLC state registeredRIA to a state-registered adviserAug 6, 2018Oct 25, 2017
Christopher Donald MorgenVoyager Capital Management, LLC otherRobert W. Baird & Co. Incorporated otherOtherNov 13, 2012Nov 13, 2012
Amy Lisa BarrettVoyager Capital Management, LLC otherBarrett Wealth Connection LLC independent RIAOtherJan 26, 2012Mar 21, 2012 (55 d)
Daniel William WilsonVoyager Capital Management, LLC otherMidland Financial Advisors, Inc. otherOtherSep 15, 2009Aug 21, 2009
Adam Michael FarrellVoyager Capital Management, LLC otherHighland Investment Advisors LLC independent RIAOtherAug 19, 2009Aug 11, 2010 (357 d)
John Richard CarlsonVoyager Capital Management, LLC otherCapital Financial Services, Inc. otherOtherApr 14, 2009Jan 9, 2009
Adam Sean DrakeVoyager Capital Management, LLC otherHighland Investment Advisors LLC independent RIAOtherSep 4, 2008Mar 31, 2009 (208 d)
Robert Terrence DignanVoyager Capital Management, LLC otherMidland Financial Advisors, Inc. otherOtherMay 2, 2007Jun 12, 2009 (772 d)
Jon Mark HendricksonVoyager Capital Management, LLC otherHendrickson Financial Services, LLC state registeredOtherMay 2, 2007Feb 18, 2017 (3580 d)
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13 moves match.