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 Vsr Advisory Services

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
Matthew Scott ErvinVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 29, 2016Jul 28, 2016
William Bemis ElsonVsr Advisory Services otherLegacy Financial Group otherOtherJul 25, 2016Jul 26, 2016
Rachel Elaine WoodVsr Advisory Services otherLegacy Financial Group otherOtherJul 25, 2016Jul 25, 2016
Roger Lyle GambleVsr Advisory Services otherBfc Planning, Inc. otherOtherJul 22, 2016Jul 25, 2016
Michael Wayne BrownVsr Advisory Services otherPrivate Advisor Group, LLC otherOtherJul 22, 2016Jul 27, 2016
Matthew Wayne BrownVsr Advisory Services otherPrivate Advisor Group, LLC otherOtherJul 22, 2016Jul 27, 2016
Amy Smith RubinVsr Advisory Services otherThe Strategic Financial Alliance otherOtherJul 20, 2016Jul 20, 2016
Alan Anthony AndersonVsr Advisory Services otherThe Strategic Financial Alliance otherOtherJul 20, 2016Jul 15, 2016
Frank Charles ScaritoVsr Advisory Services otherBfc Planning, Inc. otherOtherJul 19, 2016Jul 26, 2016
Kevin P MoellerVsr Advisory Services otherNext Financial Group, Inc. otherOtherJul 19, 2016Aug 10, 2016
Jon Doering GramsVsr Advisory Services otherMidwest Financial Group LLC otherOtherJul 19, 2016Jul 22, 2016
Sharon H BudnikVsr Advisory Services otherThe Strategic Financial Alliance otherOtherJul 19, 2016Jul 16, 2016
Dean T AntonopoulosVsr Advisory Services otherKalos Management otherOtherJul 18, 2016Aug 24, 2016 (37 d)
Michael Christopher AlbaVsr Advisory Services otherGreenleaf Financial Network, LLC independent RIAOtherJul 18, 2016Jun 29, 2026 (3633 d)
James Francis ConnellyVsr Advisory Services otherFinancial Engines Advisor Center, LLC otherOtherJul 18, 2016Jul 22, 2016
Jesse Julian GriffinVsr Advisory Services otherNfsg Corporation otherOtherJul 14, 2016Aug 19, 2016 (36 d)
Robert Dean DarrVsr Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJul 14, 2016Jul 14, 2016
Robert Alan WileyVsr Advisory Services otherLexaurum Advisors no RAUMOtherJul 14, 2016Jul 13, 2016
Kevin W DuncanVsr Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJul 14, 2016Jul 14, 2016
Cynthia Leigh PowellVsr Advisory Services otherGradient Wealth Management otherOtherJul 13, 2016Jul 13, 2016
Dean James MacrisVsr Advisory Services otherIbn Financial Services, Inc independent RIAOtherJul 12, 2016Jul 20, 2023 (2564 d)
Aaron Joseph PetersonVsr Advisory Services otherIntegrity Alliance, LLC otherOtherJul 12, 2016Jul 12, 2016
Peggy KnobbeVsr Advisory Services otherCalton & Associates, Inc. otherOtherJul 12, 2016Jul 12, 2016
Matthew Paul AllgeyerVsr Advisory Services otherCalton & Associates, Inc. otherOtherJul 8, 2016Jul 8, 2016
Kyle Randall JonesVsr Advisory Services otherCalton & Associates, Inc. otherOtherJul 8, 2016Jul 8, 2016
Shannon KroppVsr Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJul 8, 2016Jul 8, 2016
James Lee BlosserVsr Advisory Services otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJul 5, 2016Aug 10, 2016 (36 d)
Amber Lee GradyVsr Advisory Services otherCharles Schwab & Co., Inc. national BDOtherJul 5, 2016Jul 27, 2016
Beth Michele GarlickVsr Advisory Services otherWaddell & Reed otherOtherJul 5, 2016Aug 8, 2016 (34 d)
Harold King PorterVsr Advisory Services otherSummit Wealth And Retirement Partners independent RIAOtherJul 1, 2016Nov 12, 2024 (3056 d)
Sharon Anne AlmeidaVsr Advisory Services otherDuet Advisory Services LLC independent RIAOtherJul 1, 2016Jul 1, 2016
M F LongVsr Advisory Services otherCalton & Associates, Inc. otherOtherJul 1, 2016Nov 17, 2016 (139 d)
Brigid MulroyVsr Advisory Services otherDuet Advisory Services LLC independent RIAOtherJul 1, 2016Jul 1, 2016
Robert Anthony CucchiaroVsr Advisory Services otherSummit Wealth And Retirement Partners unclassifiedOtherJul 1, 2016Sep 12, 2012
Jennifer Kate ButlerVsr Advisory Services otherSummit Wealth And Retirement Partners unclassifiedOtherJul 1, 2016Jun 9, 2016
Ty Walker JohnstonVsr Advisory Services otherThe Johnston Group, LLC no RAUMOtherJul 1, 2016Jul 12, 2016
Blake Vaughan BarnettVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 1, 2016Jun 30, 2016
Chad Joseph KruseVsr Advisory Services otherNations Financial Group, Inc. otherOtherJun 30, 2016Jun 30, 2016
Nicholas Michael GiallourakisVsr Advisory Services otherNfsg Corporation otherOtherJun 30, 2016Jul 8, 2016
Jarrett SheetsVsr Advisory Services otherIntegrity Alliance, LLC otherOtherJun 30, 2016Jun 30, 2016
Michael Joe CarpenterVsr Advisory Services otherLexaurum Advisors no RAUMOtherJun 23, 2016Jun 23, 2016
Bret Dale RobinsonVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJun 23, 2016Jul 28, 2016 (35 d)
Jon David PellecchiaVsr Advisory Services otherIndependent Financial Partners otherOtherJun 20, 2016Jun 20, 2016
Robert Charles BraggVsr Advisory Services otherNfsg Corporation otherOtherJun 20, 2016Dec 2, 2016 (165 d)
Gerrit William VriezeVsr Advisory Services otherConcert Wealth Management otherOtherJun 7, 2016Jun 7, 2016
Thomas Ralph ClarkVsr Advisory Services otherConcert Wealth Management otherOtherJun 7, 2016Jun 7, 2016
Timothy Lee WerthVsr Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherJun 6, 2016Jun 6, 2016
Jeffery Lynn DinkelVsr Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherJun 6, 2016Jun 6, 2016
Cheri Renee DorzweilerVsr Advisory Services otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherJun 6, 2016May 24, 2018 (717 d)
Richard William HoltVsr Advisory Services otherIma Advisory Services, Inc. otherOtherJun 1, 2016Jul 1, 2016
Gregg Allen HorsmanVsr Advisory Services otherH. Beck, Inc. otherOtherMay 27, 2016May 27, 2016
Peter Wellington HughesVsr Advisory Services otherLexaurum Advisors no RAUMOtherMay 16, 2016Jun 2, 2016
Scott Thomas StanfieldVsr Advisory Services otherGreenleaf Financial Network, LLC independent RIAOtherMay 16, 2016Aug 10, 2016 (86 d)
Michael James BearyVsr Advisory Services otherGreenleaf Financial Network, LLC independent RIAOtherMay 16, 2016Aug 5, 2016 (81 d)
Linda Lundstrom CookVsr Advisory Services otherGilbert & Cook, Inc. no RAUMOtherApr 14, 2016Apr 18, 2016
Christopher Calvin CookVsr Advisory Services otherGilbert & Cook, Inc. no RAUMOtherApr 14, 2016Apr 14, 2016
Jerit Paul TrippVsr Advisory Services otherGilbert & Cook, Inc. no RAUMOtherApr 14, 2016Apr 14, 2016
Maria HackettVsr Advisory Services otherLPL Financial LLC BD affiliatedOtherApr 14, 2016Aug 7, 2026 (3767 d)
Brandon Dominic GrimmVsr Advisory Services otherGilbert & Cook, Inc. no RAUMOtherApr 14, 2016Apr 14, 2016
Thomas Martin MccaffreyVsr Advisory Services otherGilbert & Cook, Inc. no RAUMOtherApr 14, 2016Apr 14, 2016
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272 moves match.