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 Column Capital Advisors, 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
Kevin Douglas SweetColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Brian UpchurchColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Sheri Lynn KendallColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Jeffrey Jen-Chie YuColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Dec 1, 2023
Larry Ryan ThomasColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Kristin Elizabeth MoistnerColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 20, 2023
Justin Paul KassanitsColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Mark August DeprezColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Charlsie Irene AshlockColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 23, 2023
Sarah Little GreccoColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Casey James BollockColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Nov 1, 2023
Ryan Thomas KonopColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Bradley YuColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Mariah Lynn DayColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 31, 2023
Jordan L CrabbColumn Capital Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMar 23, 2022Apr 5, 2022
Eric Francis GearyColumn Capital Advisors, LLC independent RIACenterpoint Wealth Management, LLC independent RIARIA to RIAFeb 15, 2022Mar 25, 2022 (38 d)
Melinda A WoolseyColumn Capital Advisors, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2021Oct 11, 2021
Jordan L CrabbColumn Capital Advisors, LLC independent RIAFacet independent RIARIA to RIAMar 19, 2021Mar 23, 2021
Erich Halden StoutColumn Capital Advisors, LLC independent RIAValeo Financial Advisors, LLC independent RIARIA to RIAJan 10, 2019Jan 3, 2019
Dustin Michael ThomasColumn Capital Advisors, LLC independent RIAValeo Financial Advisors, LLC independent RIARIA to RIAJan 10, 2019Nov 26, 2018
Kelli Kerr EllisonColumn Capital Advisors, LLC otherPanoramic Financial Planning state registeredOtherJan 26, 2016Mar 11, 2016 (45 d)
Bradford Dale SzczecinskiColumn Capital Advisors, LLC otherInterocean Wealth Management LLC unclassifiedOtherDec 31, 2006Jan 3, 2007
Mary Lynn O'TooleColumn Capital Advisors, LLC otherInterocean Wealth Management LLC unclassifiedOtherDec 31, 2006Jan 16, 2007
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23 moves match.