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 Fintrust Capital Advisors, 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
Donna Lee RasileFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2024Oct 1, 2024
Archibald HardyFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2024Oct 2, 2024
Brittany Chester BynumFintrust Capital Advisors, LLC mixed wealthColonial Trust Advisors, Inc. independent RIARIA to RIAOct 15, 2024Jun 19, 2025 (247 d)
Teresa Renee SylvesterFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2024Oct 11, 2024
Cody MannFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2024Oct 1, 2024
Philip Hamilton BriceFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Vincent Cosmo DuvigneaudFintrust Capital Advisors, LLC mixed wealthM3sixty Capital, LLC asset managerOtherOct 3, 2024Jan 6, 2026 (460 d)
John Arlington GholsonFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 3, 2024
Allen Ray GillespieFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
James Mercer TreadwellFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Edward F BlackburnFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
William Michael GordonFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 3, 2024
Lee Ryan BrinsonFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 7, 2024
Paul GordonFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Elizabeth M PusateriFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
David LewisFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
William B. KiblerFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Bethany Jane ThompsonFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Holland ChurchFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 1, 2024
William E KiblerFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Spencer ColeFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Madeline HuffmanFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 2, 2024
Harry Stephen PopperFintrust Capital Advisors, LLC mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2024Oct 9, 2024
Samantha SchnurrFintrust Capital Advisors, LLC mixed wealthSincerus Advisory independent RIARIA to RIAMar 19, 2024May 5, 2024 (47 d)
Cassidy MurphyFintrust Capital Advisors, LLC mixed wealthRange Advisory, LLC independent RIARIA to RIANov 13, 2023Dec 15, 2023 (32 d)
Robert Blane BrooksFintrust Capital Advisors, LLC mixed wealthResurgent Advisors independent RIARIA to RIAJun 26, 2023Nov 28, 2023 (155 d)
Kathryn A. SmithFintrust Capital Advisors, LLC mixed wealthColonial Trust Advisors, Inc. independent RIARIA to RIAApr 19, 2021May 4, 2021
Edward Taylor HillFintrust Capital Advisors, LLC otherBb&T Institutional Investment Advisers, Inc. institutionalOtherMay 26, 2017Sep 4, 2020 (1197 d)
Amy Hughes ParrishFintrust Capital Advisors, LLC otherIfg Advisory, LLC otherOtherJun 26, 2015Jul 20, 2015
Mark Joseph ManningFintrust Capital Advisors, LLC otherCaptrust Financial Advisors no RAUMOtherApr 2, 2012Feb 1, 2012
Charles W. ManningFintrust Capital Advisors, LLC otherCaptrust Financial Advisors no RAUMOtherApr 2, 2012Feb 1, 2012
Christopher Frank WeekleyFintrust Capital Advisors, LLC otherStancorp Investment Advisers, Inc. otherOtherJun 14, 2011Jul 20, 2011 (36 d)
Cody Neal ChapmanFintrust Capital Advisors, LLC otherPunch & Associates Investment Management, Inc. independent RIAOtherMay 18, 2011Dec 6, 2021 (3855 d)
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33 moves match.