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 Cary Street Partners

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
Lauren Elizabeth KirklandCary Street Partners BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 3, 2026Jul 10, 2026 (37 d)
Lindsay Michelle ThorstensonCary Street Partners BD affiliatedBlack Barn Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2026Jun 22, 2026 (52 d)
Jack Tanner WrennCary Street Partners BD affiliatedCassaday & Company, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2026Apr 6, 2026
Luke McananeyCary Street Partners BD affiliatedValic Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 29, 2025Sep 12, 2025 (45 d)
Armistead Churchill YoungCary Street Partners BD affiliatedBlue Edge Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2024Mar 30, 2025 (146 d)
Thomas B UnderwoodCary Street Partners BD affiliatedBright Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2024Sep 12, 2024
Matthew Barker CornfieldCary Street Partners BD affiliatedAlliancebernstein L.P. asset managerOtherJun 28, 2024Jul 8, 2024
Collin CastleburyCary Street Partners BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJan 16, 2024Jan 31, 2024
Casey John WieczorekCary Street Partners BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseNov 10, 2023Oct 12, 2023
Nirali Raval TrovatoCary Street Partners BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherJan 24, 2023Jan 13, 2023
Kevin SpenceCary Street Partners BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2020Dec 3, 2020 (31 d)
Frani Michele FeitCary Street Partners BD affiliatedAdvisors Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2020Sep 24, 2020
Jeffrey BurgessCary Street Partners BD affiliatedEmpower Advisory Group, LLC otherOtherAug 24, 2020Jan 18, 2022 (512 d)
Melissa Diane Clemens WilliamsonCary Street Partners BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJul 2, 2020Jun 12, 2020
Kevin OneilCary Street Partners BD affiliatedKo Financial state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 4, 2020Jun 5, 2020 (32 d)
Edison F Parker Jr.Cary Street Partners BD affiliatedHayden Royal independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2019Aug 16, 2019
Daniel Davis ParkerCary Street Partners BD affiliatedHayden Royal independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2019Aug 16, 2019
Terrance G EdwardsCary Street Partners BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherJul 2, 2019Sep 30, 2019 (90 d)
Andrea Louise SwopeCary Street Partners BD affiliatedHayden Royal independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2019Oct 7, 2019 (251 d)
Steven Michael ElefsonCary Street Partners BD affiliatedVisionary Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2018Jan 2, 2019
Bobby Kyle CowandCary Street Partners otherRealta Investment Advisors, Inc independent RIAOtherMar 1, 2018Feb 1, 2018
Nancy Thi HoangCary Street Partners otherRealta Investment Advisors, Inc independent RIAOtherMar 1, 2018Jan 31, 2018
Polly White CordleCary Street Partners otherGordon Long Capital, LLC unclassifiedOtherSep 27, 2017Sep 27, 2017
Edward Ignatius Anderson IIICary Street Partners otherClearvue Financial state registeredOtherMay 25, 2016Jul 6, 2016 (42 d)
Elizabeth Oakey LaymanCary Street Partners otherBb&T Securities, LLC otherOtherMar 30, 2016Apr 7, 2016
Herbert Leo ModrakCary Street Partners otherBb&T Securities, LLC otherOtherJan 2, 2015Sep 13, 2016 (620 d)
Palmer Peebles GarsonCary Street Partners otherSilvercrest Asset Management Group LLC otherOtherApr 16, 2014Apr 16, 2014
Alfred Marshall Acuff, Jr.Cary Street Partners otherSilvercrest Asset Management Group LLC otherOtherMar 5, 2014Mar 26, 2014
Paul Nathan DealCary Street Partners otherBb&T Securities, LLC otherOtherJan 27, 2014Feb 24, 2014
Donald Raymond MoutonCary Street Partners otherKovack Advisors, Inc. otherOtherDec 26, 2013Dec 24, 2013
Matthew Philip ShaiaCary Street Partners otherBrockenbrough otherOtherOct 3, 2013May 28, 2014 (237 d)
Christine Allen FeldpauschCary Street Partners otherTruist Advisory Services, Inc. no RAUMOtherJul 23, 2013Sep 27, 2016 (1162 d)
John Draper EllisonCary Street Partners otherScott & Stringfellow, LLC otherOtherDec 14, 2011May 15, 2012 (153 d)
Karen Hawkridge LoganCary Street Partners otherWells Fargo Advisors wirehouseOtherJan 20, 2011Jan 18, 2011
Marvin Brent MorseCary Street Partners otherMorse Capital Partners, LLC otherOtherFeb 15, 2008Feb 12, 2008
Delores Ann RemoCary Street Partners otherHeritage Wealth Advisors otherOtherNov 27, 2006Mar 19, 2013 (2304 d)
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36 moves match.