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 Sanctuary Wealth 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
Brett David RobisonSanctuary Wealth Management, LLC independent RIAFiduciary Services LLC no RAUMOtherMar 14, 2025Jan 10, 2022
Gene Clay EsplinSanctuary Wealth Management, LLC independent RIAFiduciary Services LLC institutionalOtherMar 14, 2025May 1, 2024
Joel Daniel PhillipsSanctuary Wealth Management, LLC independent RIAFiduciary Services LLC no RAUMOtherMar 14, 2025Jan 10, 2022
Lauren Michelle DaltonSanctuary Wealth Management, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAMar 14, 2025Mar 14, 2025
Ashley Dawn AndersonSanctuary Wealth Management, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAMar 14, 2025Mar 14, 2025
Ty Thayne GentrySanctuary Wealth Management, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAMar 14, 2025Mar 14, 2025
Austin Webb SmellieSanctuary Wealth Management, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAMar 14, 2025Mar 14, 2025
Andrew Jacob CortezSanctuary Wealth Management, LLC independent RIAMerit Financial Advisors independent RIARIA to RIANov 29, 2024Dec 3, 2025 (369 d)
Eugenia Cristina Georgescu-HansenSanctuary Wealth Management, LLC independent RIAFreedom Fiduciaries LLC institutionalOtherApr 12, 2023Apr 12, 2023
Gregory Scott GroomsSanctuary Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAOct 15, 2018Oct 16, 2018
Christian Jared MoonSanctuary Wealth Management, LLC otherWealth Elevated, LLC unclassifiedOtherNov 10, 2017Jan 9, 2018 (60 d)
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11 moves match.