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 Campbell Wealth Management, Inc.

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
Richard Lee ClementCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Kelly Peter CampbellCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 23, 2024
Mark Thomas WagnerCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Brian StewartCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Meghan LuskCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Feb 27, 2025
Jacob RawlingsCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Frances FangCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Nathan BlumenscheinCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Quinn William ArcherCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Tyler J FrechCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherFeb 6, 2025Feb 7, 2025
Ian Thomas PrymakCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherFeb 6, 2025Feb 7, 2025
Andrew James AtarasCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherFeb 6, 2025Jan 2, 2025
Nathaniel David RobinsonCampbell Wealth Management, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAAug 8, 2024Oct 7, 2024 (60 d)
Rick Anthony BarayCampbell Wealth Management, Inc. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Nov 16, 2023
David GaoCampbell Wealth Management, Inc. independent RIASavvy independent RIARIA to RIAOct 5, 2023Jan 26, 2024 (113 d)
Brandon CawleyCampbell Wealth Management, Inc. independent RIAOsaic Fa, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 4, 2023Mar 8, 2024 (217 d)
Evan T BeachCampbell Wealth Management, Inc. independent RIAMariner Independent independent RIARIA to RIAJul 10, 2023Jul 10, 2023
Nathan Wade TonsagerCampbell Wealth Management, Inc. independent RIAMonument Wealth Management independent RIARIA to RIAJun 3, 2022Jun 14, 2022
Patrick Francis McnamaraCampbell Wealth Management, Inc. independent RIAPathstone independent RIARIA to RIAMay 24, 2022Oct 26, 2022 (155 d)
Mani Dwight GrantCampbell Wealth Management, Inc. independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2021Feb 24, 2022 (107 d)
Melanie KahrsCampbell Wealth Management, Inc. independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 20, 2021Sep 21, 2021
Katherine Heather HornerCampbell Wealth Management, Inc. independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 20, 2021Jul 26, 2022 (309 d)
Jordan David DaughertyCampbell Wealth Management, Inc. independent RIAFsa Wealth Partners independent RIARIA to RIAJun 5, 2021Jan 2, 2026 (1672 d)
James Alexander SmithCampbell Wealth Management, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2020Apr 9, 2020 (41 d)
Melissa A GeracimosCampbell Wealth Management, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherOct 23, 2019Jan 29, 2020 (98 d)
Nathan Angel Forristal-GarciaCampbell Wealth Management, Inc. otherWestbourne Investments, Inc. otherOtherMar 25, 2015Mar 31, 2015
Cornelia Ruth MallariCampbell Wealth Management, Inc. otherOmega Wealth Management LLC otherOtherFeb 27, 2013Apr 19, 2013 (51 d)
Marie Joy Estanislao LomibaoCampbell Wealth Management, Inc. otherMorgan Stanley wirehouseOtherNov 6, 2012Aug 27, 2013 (294 d)
Christopher John WestermanCampbell Wealth Management, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherNov 1, 2012Nov 6, 2012
Jeffrey Michael ScisciloCampbell Wealth Management, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherApr 10, 2012Mar 19, 2012
Joshua Wright GouldingCampbell Wealth Management, Inc. otherMclaughlin Ryder Advisory Services, LLC otherOtherApr 10, 2012Mar 19, 2012
Tristan William HawkinsCampbell Wealth Management, Inc. otherMML Investors Services, LLC otherOtherFeb 9, 2011Feb 9, 2011
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32 moves match.