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 Fintrust Investment Advisory Services, 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
Allen Ray GillespieFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 29, 2018Mar 23, 2018
Clifford Padgett HodgeFintrust Investment Advisory Services, LLC otherCornerstone Wealth independent RIAOtherMar 29, 2018Apr 24, 2018
Edward F BlackburnFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
William Michael GordonFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
Paul GordonFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
Archibald HardyFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
Brittany Chester BynumFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
David LewisFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
William B. KiblerFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
William E KiblerFintrust Investment Advisory Services, LLC otherFintrust Capital Advisors, LLC otherOtherMar 28, 2018Mar 23, 2018
Jonathan Edward StanoFintrust Investment Advisory Services, LLC otherLPL Financial LLC independent RIAOtherJan 19, 2018Feb 5, 2018
Jason G LeupoldFintrust Investment Advisory Services, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherApr 19, 2016May 6, 2021 (1843 d)
Jonathan Dexter PolsonFintrust Investment Advisory Services, LLC otherSilver Oak Securities, Inc. otherOtherJan 4, 2016Jan 27, 2016
Nicholas Faison SafritFintrust Investment Advisory Services, LLC otherStrategic Advisers LLC national BDOtherSep 8, 2014Sep 16, 2014
Wesley Mattox BoyceFintrust Investment Advisory Services, LLC otherWells Fargo Advisors wirehouseOtherAug 5, 2013Aug 5, 2013
Victor J AlfieriFintrust Investment Advisory Services, LLC otherLPL Financial LLC otherOtherJul 15, 2013Dec 15, 2014 (518 d)
Patricia L SmithFintrust Investment Advisory Services, LLC otherNfp Advisor Services, LLC otherOtherMay 31, 2012May 3, 2012
Amy Collier GarrisonFintrust Investment Advisory Services, LLC otherNfp Advisor Services, LLC otherOtherMay 31, 2012May 2, 2012
Mei Ling AuFintrust Investment Advisory Services, LLC otherKestra Advisory Services, LLC otherOtherMay 31, 2012Apr 18, 2016 (1418 d)
Gary Edward ShufordFintrust Investment Advisory Services, LLC otherKestra Advisory Services, LLC otherOtherMay 31, 2012Apr 19, 2016 (1419 d)
Danielle Dabney HarmonFintrust Investment Advisory Services, LLC otherClark Asset Management, LLC independent RIAOtherMay 14, 2012Nov 20, 2018 (2381 d)
Tyson Thomas HalseyFintrust Investment Advisory Services, LLC otherPolaris Investment Partners, Inc otherOtherFeb 16, 2010Jul 21, 2010 (155 d)
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22 moves match.