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 Callan 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 Michael Callan | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 17, 2025 |
| Timothy Smith Callan | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 24, 2025 |
| Ryan James Callan | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | May 5, 2025 |
| Joan Kathleen Koss | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 23, 2025 |
| Jessica Cafferata | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | May 5, 2025 |
| Nomathemba Nicole Nkala-Hendon | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | May 5, 2025 |
| Christopher Lane Willingham | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 17, 2025 |
| Olivia Zaiya | Callan Capital, LLC independent RIA | Lido independent RIA | RIA to RIA | Sep 4, 2021 | Aug 19, 2021 |
| Robert Klaus Neigert | Callan Capital, LLC independent RIA | Mariner independent RIA | RIA to RIA | Oct 3, 2018 | Oct 22, 2018 |
| Ami S Aranha | Callan Capital, LLC independent RIA | Aspiriant, LLC independent RIA | RIA to RIA | Jun 22, 2018 | Jan 5, 2026 (2754 d) |
| Katherine J Attebery | Callan Capital, LLC other | Morgan Stanley wirehouse | Other | Dec 10, 2015 | Sep 10, 2025 (3562 d) |
| Clinton Edward Curtright | Callan Capital, LLC other | Morgan Stanley wirehouse | Other | Feb 19, 2014 | Apr 22, 2014 (62 d) |
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12 moves match.