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 Royal Fund 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
Nathanial Allen ChapelRoyal Fund Management, LLC independent RIAFarther independent RIARIA to RIAApr 2, 2026Apr 2, 2026
Scott M. SvobodaRoyal Fund Management, LLC independent RIAFarther independent RIARIA to RIAApr 2, 2026Apr 2, 2026
Craig Peter SullivanRoyal Fund Management, LLC independent RIAAllgen Financial Advisors, Inc. independent RIARIA to RIAMar 4, 2026Mar 12, 2026
Jorge Enrique AriasRoyal Fund Management, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 10, 2026Jul 15, 2026 (155 d)
Neal Gordon HuffmanRoyal Fund Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIASep 3, 2024Sep 4, 2024
Wallace Michael DarlingRoyal Fund Management, LLC independent RIAHansen & Associates Financial Group Inc. independent RIARIA to RIAJun 13, 2024May 17, 2024
John Matthew SnyderRoyal Fund Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 22, 2024May 8, 2024
Philip Thomas PurpuraRoyal Fund Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 29, 2024Jan 30, 2024
Timothy J BakerRoyal Fund Management, LLC independent RIACornerstone Asset Management Services, Inc. otherOtherOct 12, 2023Mar 6, 2025 (511 d)
Kimberly Prince LoneyRoyal Fund Management, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAMay 26, 2023Jun 4, 2023
Robert Manuel LozanoRoyal Fund Management, LLC independent RIAAmerican Elite Advisory state registeredRIA to a state-registered adviserJul 11, 2022Mar 28, 2024 (626 d)
Woodrow D BowlingRoyal Fund Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMay 24, 2022May 20, 2022
Patrick Michael KaiserRoyal Fund Management, LLC independent RIAIams Wealth Management, LLC independent RIARIA to RIAAug 13, 2021Aug 17, 2021
Shelli Jo RichardsonRoyal Fund Management, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 22, 2020Sep 24, 2020
Robert CrucesRoyal Fund Management, LLC independent RIASimplicity Wealth independent RIARIA to RIAAug 27, 2020Jul 27, 2020
James Dennis UnderwoodRoyal Fund Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 2, 2020Oct 20, 2020 (110 d)
Logan Cole QueckRoyal Fund Management, LLC independent RIAIntegrity Wealth Management LLC state registeredRIA to a state-registered adviserMay 20, 2019May 15, 2019
Jeffrey Alan HeybrockRoyal Fund Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 11, 2019Apr 11, 2019
Jonathan Michael GengleRoyal Fund Management, LLC independent RIABayntree Wealth Advisors, LLC independent RIARIA to RIAApr 4, 2019Apr 3, 2019
James Van ShoresRoyal Fund Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 27, 2019Mar 29, 2019
Jessica Ann HuntRoyal Fund Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2019Jan 21, 2021 (666 d)
Calvin Marshall RutledgeRoyal Fund Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 29, 2019Jan 29, 2019
Travis Lee BenderRoyal Fund Management, LLC independent RIABlackston Financial Advisory Group, LLC independent RIARIA to RIADec 31, 2018Aug 13, 2018
David S BlackstonRoyal Fund Management, LLC independent RIABlackston Financial Advisory Group, LLC no RAUMRIA to a newly registered adviserDec 31, 2018Apr 9, 2018
William Andrew BlackstonRoyal Fund Management, LLC independent RIABlackston Financial Advisory Group, LLC no RAUMRIA to a newly registered adviserDec 31, 2018Apr 6, 2018
Ronald Eric WoernleRoyal Fund Management, LLC independent RIAVan Grouw Advisors, LLC state registeredRIA to a state-registered adviserNov 21, 2018Jan 6, 2025 (2238 d)
John Patrick LynchRoyal Fund Management, LLC independent RIAWealth Watch Advisors, Inc otherOtherNov 1, 2018Aug 25, 2017
Jimmy Dale LongRoyal Fund Management, LLC independent RIAFinancial Gravity Asset Management, Inc. independent RIARIA to RIAOct 30, 2018Oct 30, 2018
Jonathan David AltmeyerRoyal Fund Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAOct 16, 2018Oct 16, 2018
Thomas Michael ToggasRoyal Fund Management, LLC otherBrookstone Capital Management LLC independent RIAOtherDec 8, 2017Jan 28, 2025 (2608 d)
Rose Marie KratzRoyal Fund Management, LLC otherErnst & Young Investment Advisers Llp no RAUMOtherNov 28, 2017Aug 17, 2017
Mark A KanakarisRoyal Fund Management, LLC otherKanakaris And Associates state registeredOtherNov 10, 2017Dec 1, 2016
Michael Thomas RiedmillerRoyal Fund Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherMay 17, 2017May 25, 2017
Michael Anthony ConticelliRoyal Fund Management, LLC otherFirst Advisors National, LLC independent RIAOtherDec 5, 2016Nov 9, 2018 (704 d)
Todd Michael EhretRoyal Fund Management, LLC otherUSA Financial Securities LLC otherOtherOct 19, 2016Oct 14, 2016
Logan Cole QueckRoyal Fund Management, LLC otherHorter Investment Management, LLC otherOtherApr 21, 2016May 4, 2016
R. Alan KirbyRoyal Fund Management, LLC otherHorter Investment Management, LLC otherOtherJun 24, 2015Jun 25, 2015
Frank Paul AndrescavageRoyal Fund Management, LLC otherBrookstone Capital Management LLC otherOtherJun 1, 2015Jun 8, 2015
Ronald Bradford CookRoyal Fund Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherApr 13, 2015Apr 27, 2015
Terry Lee TylerRoyal Fund Management, LLC otherLeonard Financial Group unclassifiedOtherMar 5, 2015Sep 5, 2014
Bryan Joseph BentleyRoyal Fund Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherOct 16, 2014Oct 23, 2014
Matthew Thomas JacksonRoyal Fund Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherAug 28, 2014Aug 25, 2014
William Daniel BrooksRoyal Fund Management, LLC otherHorter Investment Management, LLC otherOtherDec 6, 2012Jul 12, 2013 (218 d)
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43 moves match.