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 Versant Capital Management, Inc.

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
Bailey Edward YatesVersant Capital Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 23, 2026Aug 25, 2026 (33 d)
Austin David AnthonyVersant Capital Management, Inc. independent RIACreative Planning independent RIARIA to RIAJan 6, 2026Jan 5, 2026
Brent PressentinVersant Capital Management, Inc. independent RIACalamos Advisors LLC asset managerOtherOct 9, 2025Oct 10, 2025
Sarah Rose SzczublewskiVersant Capital Management, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherAug 1, 2025May 12, 2026 (284 d)
Kyle Loren IrionVersant Capital Management, Inc. independent RIAFocus Partners Wealth, LLC independent RIARIA to RIANov 8, 2024Nov 25, 2024
Anthony Jose CalderonVersant Capital Management, Inc. independent RIATrajan Wealth, L.L.C. independent RIARIA to RIAOct 24, 2023Nov 9, 2023
Grace GaabucayanVersant Capital Management, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherNov 11, 2022Jun 7, 2023 (208 d)
Dominick Lawrence DeangelisVersant Capital Management, Inc. independent RIAU.S. Bancorp Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 11, 2022Feb 8, 2023 (89 d)
Megan Midori Kawasaki-MasonVersant Capital Management, Inc. independent RIATfo Family Office Partners independent RIARIA to RIANov 9, 2022Dec 2, 2022
Logan Patrick RobertsonVersant Capital Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 9, 2022Apr 11, 2023 (153 d)
Matthew Harrison MillerVersant Capital Management, Inc. independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 13, 2022Sep 14, 2022 (63 d)
Sean CampbellVersant Capital Management, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 13, 2022Aug 8, 2022 (56 d)
Larissa Kristine GranthamVersant Capital Management, Inc. independent RIACreative Planning independent RIARIA to RIAApr 12, 2022Aug 29, 2023 (504 d)
Brian Terrence PoeVersant Capital Management, Inc. independent RIATfo Family Office Partners independent RIARIA to RIAFeb 17, 2022Mar 23, 2022 (34 d)
Peter John HenryVersant Capital Management, Inc. independent RIAEvolve Wealth Advisors LP no RAUMRIA to a newly registered adviserOct 19, 2021Aug 30, 2021
Ryan Timothy MunroeVersant Capital Management, Inc. independent RIAReilly Financial Advisors independent RIARIA to RIAMay 12, 2021May 28, 2021
Andres Antonio FavelaVersant Capital Management, Inc. independent RIAPfg Advisors independent RIARIA to RIAJan 24, 2020Sep 14, 2020 (234 d)
Jacob R. HeislerVersant Capital Management, Inc. independent RIABeacon Pointe Wealth Advisors, LLC independent RIARIA to RIAOct 3, 2019Jan 30, 2020 (119 d)
Corbin M. CourseyVersant Capital Management, Inc. independent RIAClearview Wealth Advisors, LLC no RAUMRIA to a newly registered adviserOct 3, 2019Nov 4, 2019 (32 d)
Erin Beth ItkoeVersant Capital Management, Inc. independent RIATarbox Family Office, Inc. independent RIARIA to RIAMay 13, 2019May 31, 2019
Trevor Ryan ScheidVersant Capital Management, Inc. independent RIATarbox Family Office, Inc. independent RIARIA to RIAMay 13, 2019May 28, 2019
James Michael TaylorVersant Capital Management, Inc. independent RIACable Hill Partners, LLC independent RIARIA to RIADec 20, 2018Dec 26, 2018
Joseph Paul KalmanovitzVersant Capital Management, Inc. independent RIACanter Wealth independent RIARIA to RIAAug 22, 2018Jan 10, 2022 (1237 d)
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23 moves match.