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 Captrust Financial Advisors

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
Edwin A DalrympleCaptrust Financial Advisors otherWells Fargo Advisors wirehouseOtherApr 14, 2015Apr 13, 2015
Richard Robert RushCaptrust Financial Advisors otherInvest Financial Corporation otherOtherFeb 10, 2015Jun 4, 2015 (114 d)
Jonathan Jacob ConnorsCaptrust Financial Advisors otherLPL Financial LLC otherOtherOct 23, 2014Nov 6, 2014
Jeffrey Michael ThompsonCaptrust Financial Advisors otherAdvice And Planning Services otherOtherApr 16, 2014Jun 3, 2014 (48 d)
Gary Michael CowlesCaptrust Financial Advisors otherLPL Financial LLC otherOtherMar 20, 2014Mar 5, 2014
Patrick Steven SalleeCaptrust Financial Advisors otherWells Fargo Advisors wirehouseOtherJul 31, 2013Aug 5, 2013
Justin Charles BradfordCaptrust Financial Advisors otherRobert W. Baird & Co. Incorporated otherOtherJul 16, 2013Jul 15, 2013
Mary Josephine DraayerCaptrust Financial Advisors otherCuna Brokerage Services, Inc. otherOtherJun 19, 2013Oct 17, 2013 (120 d)
Cameron WrennallCaptrust Financial Advisors otherLPL Financial LLC otherOtherApr 3, 2013Apr 2, 2013
Brian Michael MccormackCaptrust Financial Advisors otherFirst Citizens Investor Services, Inc. otherOtherJan 10, 2013Jun 20, 2013 (161 d)
David Albert CamperCaptrust Financial Advisors otherIndependent Financial Partners otherOtherNov 21, 2011Nov 21, 2011
William LyleCaptrust Financial Advisors otherOneamerica Securities, Inc. otherOtherAug 8, 2011Dec 23, 2011 (137 d)
Robert Lee BarnettCaptrust Financial Advisors otherBhk Investment Advisors otherOtherJan 18, 2011Nov 22, 2011 (308 d)
Beth D TerryCaptrust Financial Advisors otherMorgan Stanley & Co. LLC unclassifiedOtherApr 23, 2008May 23, 2008
David Brien PerkinsCaptrust Financial Advisors otherHatteras Investment Partners LLC otherOtherFeb 26, 2007Feb 13, 2008 (352 d)
Angela Hughes SmelcerCaptrust Financial Advisors otherFirst Citizens Investor Services, Inc. otherOtherAug 2, 2005Aug 2, 2005
David Allen PerkinsCaptrust Financial Advisors otherCarolinas Investment Consulting LLC otherOtherNov 17, 2004Nov 15, 2004
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17 moves match.