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 Arcus Capital Partners, 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
Robert Earl O'QuinnArcus Capital Partners, LLC independent RIAThepartners Wealth Management independent RIARIA to RIAApr 19, 2026Mar 20, 2026
Charles Thomas AnglinArcus Capital Partners, LLC independent RIAPierson Wealth Management independent RIARIA to RIAMay 11, 2021May 13, 2021
Michael Hayes RollauerArcus Capital Partners, LLC independent RIAWaypoint Wealth Counsel LLC independent RIARIA to RIAMar 22, 2021May 20, 2021 (59 d)
Timothy James KohnArcus Capital Partners, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankFeb 5, 2021Mar 10, 2021 (33 d)
Sean William MoneypennyArcus Capital Partners, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseApr 22, 2019Sep 9, 2019 (140 d)
Robert Werner JoelArcus Capital Partners, LLC otherSalvus Wealth Management, LLC independent RIAOtherOct 1, 2014Oct 19, 2020 (2210 d)
Michael John ButkusArcus Capital Partners, LLC otherRaymond James & Associates, Inc. national BDOtherDec 3, 2013Jun 12, 2015 (556 d)
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7 moves match.