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 Shorepoint 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
Luis M RaposoShorepoint Capital Partners LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2025Nov 13, 2025
Timothy George VanechShorepoint Capital Partners LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2025Nov 13, 2025
Christopher Roger StuartShorepoint Capital Partners LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2025Nov 13, 2025
Laura Lincoln GustafsonShorepoint Capital Partners LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2025Nov 13, 2025
Ashley R LareauShorepoint Capital Partners LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2025Nov 13, 2025
John Stephen BarrettShorepoint Capital Partners LLC independent RIAArrowside Capital, LLC state registeredRIA to a state-registered adviserMar 5, 2022Jul 10, 2025 (1223 d)
Raymond Andrew ChildsShorepoint Capital Partners LLC otherAble Capital Management, LLC unclassifiedOtherFeb 2, 2018Apr 11, 2018 (68 d)
Page 1 of 1
7 moves match.