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 Biltmore Capital Advisors

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
Daniel VernonBiltmore Capital Advisors independent RIAStone Creek Capital Management LLC no RAUMOtherJun 29, 2022Apr 25, 2017
Adam David RauscherBiltmore Capital Advisors independent RIAStone Creek Capital Management LLC no RAUMOtherJun 29, 2022Feb 1, 2019
Timothy James RalphBiltmore Capital Advisors independent RIAStone Creek Capital Management LLC no RAUMOtherJun 29, 2022Mar 30, 2017
Justin D EcclestonBiltmore Capital Advisors independent RIAStone Creek Capital Management LLC no RAUMOtherJun 29, 2022Mar 31, 2017
Nathaniel Lewis BurstinBiltmore Capital Advisors independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2022Apr 8, 2022
Mary Ann DiannaBiltmore Capital Advisors otherOsaic Wealth, Inc. otherOtherOct 18, 2016Oct 12, 2016
Kay MayhueBiltmore Capital Advisors otherCommerce Wealth Advisers, LLC otherOtherJun 4, 2012May 6, 2010
Brad Lynn CastBiltmore Capital Advisors otherLPL Financial LLC otherOtherJun 4, 2012May 8, 2012
Matthew Kyle ShoresBiltmore Capital Advisors otherCommerce Wealth Advisers, LLC otherOtherJun 4, 2012May 6, 2010
Wesley Robert PingeltonBiltmore Capital Advisors otherInvest Financial Corporation otherOtherOct 15, 2009Oct 30, 2009
Page 1 of 1
10 moves match.