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 Titleist Capital, 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
Randall Wayne FowlerTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Richard Michael JuddTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Enrique AraizaTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Adam Denton PrewettTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Mark KoellnerTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
David Leo SmidebushTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 20, 2023
Roy Bryan BlyTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Sep 12, 2024 (401 d)
Alan GraffTitleist Capital, LLC independent RIATitleist Asset Management, LLC no RAUMRIA to a newly registered adviserMar 17, 2023Mar 17, 2023
Austin Merle GraffTitleist Capital, LLC independent RIAShorebird Capital, LP asset managerOtherMar 9, 2023Mar 25, 2022
Andrew R JohnsenTitleist Capital, LLC independent RIAWaterloo Capital independent RIARIA to RIAMar 2, 2023Feb 2, 2023
Jeffrey A LopezTitleist Capital, LLC independent RIARange Advisory, LLC independent RIARIA to RIAJul 18, 2022Jan 11, 2024 (542 d)
Arturo Gilberto TorresTitleist Capital, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankSep 27, 2021Nov 18, 2021 (52 d)
Roberto SanchezTitleist Capital, LLC independent RIAGci Investors otherOtherMar 31, 2020Sep 5, 2020 (158 d)
Carl Lance HuntleyTitleist Capital, LLC independent RIAThornhill Securities, Inc. otherOtherMar 2, 2020Feb 23, 2022 (723 d)
Enrique AraizaTitleist Capital, LLC independent RIABb&T Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 17, 2018Mar 1, 2019 (74 d)
Gregory Ryan ThompsonTitleist Capital, LLC otherStone Oak Wealth Management, LLC independent RIAOtherDec 8, 2017Jun 26, 2017
Brent Michael BuehlerTitleist Capital, LLC otherLPL Financial LLC otherOtherMar 18, 2013Feb 20, 2013
James Patrick MaloneTitleist Capital, LLC otherOakview Capital Management, L.P. otherOtherJun 20, 2008Jan 1, 2008
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18 moves match.