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 Shankland Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Paul Brian Mayes | Shankland Financial Advisors, LLC independent RIA | Veritas Investment Advisory Group LLC state registered | RIA to a state-registered adviser | Aug 13, 2025 | Aug 5, 2025 |
| James Harvey Beatty | Shankland Financial Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Jun 13, 2025 | Jul 14, 2025 (31 d) |
| Rebecca Beatty | Shankland Financial Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | May 23, 2025 | Jun 11, 2025 |
| John Alden Burnett | Shankland Financial Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | May 15, 2025 | May 21, 2025 |
| Eric Rogers Gaddy | Shankland Financial Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Apr 15, 2021 | Oct 18, 2023 (916 d) |
| Debra Jeanne Carmody | Shankland Financial Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Sep 24, 2020 | Aug 31, 2022 (706 d) |
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6 moves match.