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 Verus 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
Donald Edward JonesVerus Capital Partners, LLC independent RIAComprehensive Investment Management, LLC state registeredRIA to a state-registered adviserDec 24, 2025Jan 11, 2026
Phil McnultyVerus Capital Partners, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2025Jul 16, 2025
Hilary Suzanne Jones RojoVerus Capital Partners, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 10, 2025Dec 6, 2024
Brian Eugene LeonardVerus Capital Partners, LLC independent RIAEncompass More Asset Management LLC independent RIARIA to RIADec 18, 2023Jan 2, 2024
Daniel Gardner ConverseVerus Capital Partners, LLC independent RIABenchmark Advisory Services, LLC independent RIARIA to RIAJan 10, 2023Nov 23, 2021
Barry WaxlerVerus Capital Partners, LLC independent RIABenchmark Advisory Services, LLC independent RIARIA to RIADec 14, 2021Oct 25, 2021
James Alan WaltersVerus Capital Partners, LLC independent RIA77 Financial Group state registeredRIA to a state-registered adviserJan 26, 2021Jan 7, 2021
William Peter ParrishVerus Capital Partners, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 30, 2020Oct 28, 2024 (1428 d)
Wayne D GreenVerus Capital Partners, LLC independent RIAThe Patriot Financial Group, LLC independent RIARIA to RIAOct 16, 2020Oct 7, 2020
Raymond K BramerVerus Capital Partners, LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2020Nov 13, 2020
Robert Ivar SandbergVerus Capital Partners, LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2020Oct 16, 2020
Travis Aaron MorrowVerus Capital Partners, LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2020Oct 23, 2020
Anush HaddadianVerus Capital Partners, LLC independent RIAIndependent Financial Partners BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2020Mar 21, 2022 (521 d)
Marie SeaburyVerus Capital Partners, LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2020Oct 16, 2020
Kristina K DahlVerus Capital Partners, LLC independent RIAIndependent Wealth Network, Inc. independent RIARIA to RIAOct 16, 2020Apr 27, 2021 (193 d)
Kishore ShahVerus Capital Partners, LLC independent RIAThe Patriot Financial Group, LLC independent RIARIA to RIAOct 7, 2020Oct 7, 2020
Roger Sudhir DesaiVerus Capital Partners, LLC independent RIAThe Patriot Financial Group, LLC independent RIARIA to RIAOct 7, 2020Oct 1, 2020
Frank Anthony MolinarVerus Capital Partners, LLC independent RIARetirement Consultants, Inc. unclassifiedOtherDec 23, 2019Dec 20, 2019
Amanda Mariea MorrisVerus Capital Partners, LLC independent RIASummit Wealth Strategies independent RIARIA to RIANov 19, 2018Mar 9, 2019 (110 d)
George NshanyanVerus Capital Partners, LLC independent RIAPrimerica Advisors national BDRIA to affiliated broker-dealer or bankAug 22, 2018Aug 20, 2020 (729 d)
Erik Ryan WalkerVerus Capital Partners, LLC otherHouseholder Group Estate & Retirement Specialists otherOtherDec 12, 2017Dec 6, 2017
Alexander Strachan HackleyVerus Capital Partners, LLC otherBlue Duck Wealth Management no RAUMOtherFeb 28, 2017Mar 30, 2017
Pamela Diane MoreVerus Capital Partners, LLC otherModern Capital Advisors, LLC otherOtherJan 9, 2017Jan 12, 2017
Carol Helen LarsonVerus Capital Partners, LLC otherLPL Financial LLC otherOtherOct 28, 2016Oct 26, 2016
Phil McnultyVerus Capital Partners, LLC otherPfg Advisors otherOtherApr 1, 2016Apr 19, 2016
James A. RosebroughVerus Capital Partners, LLC otherStrategic Financial Group, Plc state registeredOtherMar 9, 2015Apr 1, 2015
Damon David GeorgeVerus Capital Partners, LLC otherIndependent Financial Group, LLC otherOtherMar 3, 2015Mar 10, 2015
Edward Carl IttnerVerus Capital Partners, LLC otherNext Financial Group, Inc. otherOtherOct 5, 2010Oct 12, 2010
Howard Raymond SolomonVerus Capital Partners, LLC otherNext Financial Group, Inc. otherOtherSep 28, 2010Oct 8, 2010
Diana M LongoVerus Capital Partners, LLC otherNext Financial Group, Inc. otherOtherSep 28, 2010May 18, 2011 (232 d)
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30 moves match.