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 Pya Waltman 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Trevor Wayne Gunter | Pya Waltman Capital, LLC independent RIA | Four Pines Financial state registered | RIA to a state-registered adviser | Oct 31, 2025 | Nov 17, 2025 |
| Jacob R Hoheisel | Pya Waltman Capital, LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Aug 29, 2025 | Dec 23, 2025 (116 d) |
| Mary Alexander Ballard | Pya Waltman Capital, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | May 16, 2025 | Jun 9, 2025 |
| Payton N Vestrand | Pya Waltman Capital, LLC mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Jan 7, 2025 | Feb 6, 2025 |
| Roch Earl Monnig | Pya Waltman Capital, LLC mixed wealth | Origin Investment Advisory LLC independent RIA | RIA to RIA | May 27, 2022 | Jun 6, 2022 |
| Jonathan Mills | Pya Waltman Capital, LLC mixed wealth | Blue Ridge Wealth Planners independent RIA | RIA to RIA | Jun 29, 2020 | Nov 18, 2020 (142 d) |
| Nathan Kelly Smith | Pya Waltman Capital, LLC other | Rather & Kittrell, Inc. other | Other | Apr 30, 2015 | Apr 8, 2016 (344 d) |
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7 moves match.