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 Belpointe Asset Management 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
Eric Lee LeibowitzBelpointe Asset Management LLC independent RIAThepartners Wealth Management independent RIARIA to RIAJul 17, 2026Jun 18, 2026
Edward Thomas MooreBelpointe Asset Management LLC independent RIAFortis Capital Advisors, LLC independent RIARIA to RIAJun 11, 2026Jul 15, 2025
Eric Alexander CooperBelpointe Asset Management LLC independent RIASooner Private Financial LLC no RAUMRIA to a newly registered adviserJun 11, 2026May 27, 2026
Karen SullivanBelpointe Asset Management LLC independent RIAFortis Capital Advisors, LLC independent RIARIA to RIAJun 11, 2026Jan 2, 2025
Victoria K TerrazzinoBelpointe Asset Management LLC independent RIAEsi Financial Advisors independent RIARIA to RIAJun 2, 2026Jul 1, 2026
Cynthia Ann MichaelBelpointe Asset Management LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 14, 2026May 12, 2026
Darien Scott VvenkerBelpointe Asset Management LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2026Mar 25, 2026
Matthew Dean WaldronBelpointe Asset Management LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 12, 2026Mar 12, 2026
Patrick TraverseBelpointe Asset Management LLC independent RIASavvy independent RIARIA to RIAFeb 27, 2026Mar 6, 2026
Lisa A NeeBelpointe Asset Management LLC independent RIASavvy independent RIARIA to RIAFeb 27, 2026Apr 29, 2026 (61 d)
Darren Marc GraffBelpointe Asset Management LLC independent RIAGuardant Wealth Advisors no RAUMRIA to a newly registered adviserFeb 19, 2026Jan 30, 2026
Sean Patrick NisilBelpointe Asset Management LLC independent RIARoot Financial Partners independent RIARIA to RIADec 12, 2025Dec 5, 2025
Jonathan SchiripoBelpointe Asset Management LLC independent RIAAlpha Zero LLC independent RIARIA to RIAOct 2, 2025Jan 6, 2026 (96 d)
Martin Charles O'ShaughnessyBelpointe Asset Management LLC independent RIACfg Retirement independent RIARIA to RIADec 19, 2024Feb 23, 2025 (66 d)
Russell Gerard ChristopherBelpointe Asset Management LLC independent RIAFortis Capital Advisors, LLC independent RIARIA to RIANov 7, 2024Nov 19, 2024
Benjamin Webb SabinBelpointe Asset Management LLC independent RIAFortis Capital Advisors, LLC independent RIARIA to RIANov 6, 2024Nov 12, 2024
Albert Aaron BergBelpointe Asset Management LLC independent RIAFortis Capital Advisors, LLC independent RIARIA to RIANov 6, 2024Nov 14, 2024
Paul Peter SalamonBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAOct 1, 2024Aug 3, 2022
Tiffany Lowe GilbertBelpointe Asset Management LLC independent RIABca Private Wealth, Inc. independent RIARIA to RIAJun 5, 2024Sep 24, 2024 (111 d)
David E KranzBelpointe Asset Management LLC independent RIAReshape Wealth no RAUMRIA to a newly registered adviserJun 3, 2024May 24, 2024
Kristen N HiltyBelpointe Asset Management LLC independent RIAStrategic Portfolio Solutions, LLC independent RIARIA to RIAJan 2, 2024Feb 16, 2024 (45 d)
Scott Stafford McleanBelpointe Asset Management LLC independent RIASound Income Strategies, LLC independent RIARIA to RIANov 21, 2023Nov 30, 2023
George KastanisBelpointe Asset Management LLC independent RIASound Income Strategies, LLC independent RIARIA to RIANov 21, 2023Nov 17, 2023
Ronald Scott TetleyBelpointe Asset Management LLC independent RIASimplicity Wealth independent RIARIA to RIAOct 2, 2023Oct 30, 2023
Steven Lester SchippelBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jun 8, 2023
Sandra Lynn CrookBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jun 21, 2023
Adam Leslie KleinBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jun 19, 2023
Stephen John CarusoBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 30, 2023Mar 25, 2026 (999 d)
Carol Jeanette PipitoneBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 30, 2023Dec 19, 2025 (903 d)
Robert William RaimondoBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jan 17, 2023
Daniel Robert AngeloneBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jul 5, 2023
William H AndersonBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 30, 2023Jun 17, 2022
Rostam Kevon AtefiBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 30, 2023Oct 22, 2025 (845 d)
Margaret Mary KoosaBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023May 8, 2023
Nicholas M GreenhouseBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 30, 2023Jun 17, 2022
David Earl HendershottBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023May 8, 2023
Richard Sherman RogersBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 29, 2023Sep 27, 2023 (90 d)
Tracy Lynn CobbBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 29, 2023Jul 25, 2023
Joseph Edward WardBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 28, 2023Jun 1, 2022
Cassie Seungrim KangBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 28, 2023Nov 29, 2025 (885 d)
Gregory Anthony HadleyBelpointe Asset Management LLC independent RIACore Capital Management And Research Inc. otherOtherMay 8, 2023May 4, 2023
Rodney Scott PalmerBelpointe Asset Management LLC independent RIABarnes Wealth Management Group independent RIARIA to RIAApr 28, 2023Oct 26, 2022
Todd Justin MannBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherMar 29, 2023Feb 6, 2023
Brent William BurgesserBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJan 27, 2023Jan 23, 2023
Chris WestonBelpointe Asset Management LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 12, 2022Apr 26, 2023 (196 d)
Denise Greene FrenchBelpointe Asset Management LLC independent RIAEngrave Wealth Partners, LLC independent RIARIA to RIAOct 7, 2022Oct 11, 2022
Stefan WhitwellBelpointe Asset Management LLC independent RIACompound Planning, Inc. independent RIARIA to RIAAug 5, 2022Jul 8, 2022
Rosemary Soto WrightBelpointe Asset Management LLC independent RIACompound Planning, Inc. independent RIARIA to RIAJul 25, 2022Jul 10, 2022
Richard Kenneth RoscelliBelpointe Asset Management LLC independent RIACompound Planning, Inc. independent RIARIA to RIAJul 8, 2022Jul 11, 2022
Grant MoultonBelpointe Asset Management LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 6, 2022Apr 6, 2022
Suellen Carol EstesBelpointe Asset Management LLC independent RIAGreat Lakes Bay Financial state registeredRIA to a state-registered adviserMar 16, 2022Feb 22, 2022
Bradley Scott MontgomeryBelpointe Asset Management LLC independent RIAGreat Lakes Bay Financial state registeredRIA to a state-registered adviserMar 16, 2022Feb 22, 2022
Darin Jay BeckeringBelpointe Asset Management LLC independent RIAElevation Wealth Management independent RIARIA to RIADec 13, 2021Sep 13, 2021
Ryan James MillmanBelpointe Asset Management LLC independent RIAModern Capital Advisors, LLC independent RIARIA to RIAOct 15, 2021Jan 11, 2022 (88 d)
Peter Donald ThaldorfBelpointe Asset Management LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserSep 20, 2021Sep 16, 2021
Thomas Michael StoltmanBelpointe Asset Management LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserSep 20, 2021Sep 16, 2021
Jamilah MccluneyBelpointe Asset Management LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 22, 2021Apr 12, 2021
Thomas Henry CraftBelpointe Asset Management LLC independent RIAGateway Asset Management, LLC state registeredRIA to a state-registered adviserFeb 16, 2021Dec 18, 2020
Carol A. RosenstockBelpointe Asset Management LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 18, 2020Jan 8, 2021
Chris Chetwode BelchamberBelpointe Asset Management LLC independent RIACb Investment Management unclassifiedOtherDec 2, 2020Dec 2, 2020
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69 moves match.