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 Alphastar Capital Management

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
Paul Eugene SealAlphastar Capital Management independent RIASignal Advisors Wealth, LLC independent RIARIA to RIAApr 8, 2026Apr 9, 2026
Christina EvensonAlphastar Capital Management independent RIAState Farm Investment Management Corp. asset managerOtherApr 1, 2026Aug 13, 2026 (134 d)
Nicholas John LavellaAlphastar Capital Management independent RIAIntegrative Planning, Inc. independent RIARIA to RIAOct 29, 2025Jan 6, 2026 (69 d)
George Allen MartinAlphastar Capital Management independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 16, 2025Oct 22, 2025
Penny Jean YoungAlphastar Capital Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 6, 2025Apr 10, 2026 (186 d)
Ross Ian PhillipsAlphastar Capital Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIASep 26, 2025Oct 22, 2025
Jake KreppelAlphastar Capital Management independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 19, 2025Sep 4, 2025
Shawn Patrick LeeAlphastar Capital Management independent RIAIntegrative Planning, Inc. no RAUMRIA to a newly registered adviserAug 5, 2025Aug 6, 2025
Andrew James GibsonAlphastar Capital Management independent RIAIntegrative Planning, Inc. no RAUMRIA to a newly registered adviserAug 5, 2025Jul 10, 2025
Jeffrey Jozsef TamasAlphastar Capital Management independent RIAIdeal Retirement Solutions independent RIARIA to RIAJun 23, 2025Apr 23, 2025
Corey J CyrAlphastar Capital Management independent RIAIdeal Retirement Solutions independent RIARIA to RIAJun 23, 2025Apr 23, 2025
Douglas David HorneAlphastar Capital Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 12, 2025May 23, 2025
Christopher Lopes RibeiroAlphastar Capital Management independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 28, 2025May 22, 2025
James Marshall DubruelerAlphastar Capital Management independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 1, 2025Apr 1, 2025
Jack Victor ClauserAlphastar Capital Management independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 1, 2025Jun 17, 2025 (77 d)
Nnamdi Obi AnyafoAlphastar Capital Management independent RIASimplicity Wealth otherOtherMar 18, 2025Mar 19, 2025
Isaiah SmithAlphastar Capital Management independent RIAIntegrity Advisory Solutions independent RIARIA to RIAMar 4, 2025Mar 3, 2025
Christopher Anthony FaulkAlphastar Capital Management independent RIALPL Enterprise, LLC no RAUMRIA to a newly registered adviserMar 3, 2025Mar 4, 2025
David Andrew WeilandAlphastar Capital Management independent RIAIntegrity Advisory Solutions independent RIARIA to RIAFeb 13, 2025Mar 3, 2025
Robert Wayne KnottsAlphastar Capital Management independent RIAIntegrity Advisory Solutions independent RIARIA to RIAJan 31, 2025Feb 4, 2025
Shannon Matthew DuggerAlphastar Capital Management independent RIAIntegrity Advisory Solutions independent RIARIA to RIAJan 30, 2025Jan 30, 2025
Jaren Scott KiserAlphastar Capital Management independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 21, 2025Jul 29, 2025 (189 d)
Conrad Jordan PhillipsAlphastar Capital Management independent RIAA4 Wealth Advisors LLC independent RIARIA to RIANov 12, 2024Jan 17, 2025 (66 d)
Brooks Eugene StahlneckerAlphastar Capital Management independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAJul 5, 2024Apr 29, 2024
Jeff S. CalhounAlphastar Capital Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 5, 2024Jan 7, 2025 (186 d)
Heather Virginia DorrestijnAlphastar Capital Management independent RIAFirst Fidelity Wealth Management LLC state registeredRIA to a state-registered adviserMay 17, 2024May 26, 2026 (739 d)
Kimberly Sue StrosniderAlphastar Capital Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAApr 15, 2024Apr 19, 2024
Jay Alan ThurlowAlphastar Capital Management independent RIAKinetic Pathways Company state registeredRIA to a state-registered adviserApr 1, 2024Jul 25, 2024 (115 d)
William YexAlphastar Capital Management independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 19, 2024May 15, 2024 (57 d)
Steven Michael GoodmanAlphastar Capital Management independent RIADempsey Lord Smith, LLC independent RIARIA to RIAFeb 19, 2024Feb 12, 2024
Alan Brokenburr RayAlphastar Capital Management independent RIASquare Peg Financial Advisory Services, LLC state registeredRIA to a state-registered adviserJan 2, 2024Jan 9, 2024
John Nicholas MurphyAlphastar Capital Management independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 13, 2023Feb 7, 2024 (86 d)
Douglas Gray MarionAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAOct 31, 2023Nov 2, 2023
Renee Walsh SimpsonAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAOct 31, 2023Nov 2, 2023
Terry Dee HigdonAlphastar Capital Management independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2023Oct 23, 2023
Richard Anthony ContelmoAlphastar Capital Management independent RIASimplicity Wealth independent RIARIA to RIASep 29, 2023Oct 9, 2023
Gregory James CrupiAlphastar Capital Management independent RIAGradient Advisors, LLC independent RIARIA to RIASep 5, 2023Sep 19, 2023
Joseph William WehrlyAlphastar Capital Management independent RIACreativeone Wealth, LLC independent RIARIA to RIASep 1, 2023Sep 1, 2023
Denise Alene GraceAlphastar Capital Management independent RIAAan Wealth Advisors LLC state registeredRIA to a state-registered adviserAug 31, 2023Oct 19, 2023 (49 d)
Belinda Rose FoxAlphastar Capital Management independent RIAGradient Advisors, LLC independent RIARIA to RIAAug 31, 2023Oct 31, 2023 (61 d)
Matthew BlackAlphastar Capital Management independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2023Nov 22, 2023 (83 d)
Franklin Mauricio Canales NavasAlphastar Capital Management independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 3, 2023Aug 23, 2023
John Donald StoverAlphastar Capital Management independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2023Aug 2, 2023
Jerry W NealAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAJul 27, 2023Aug 3, 2023
Richard JakielAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAJul 24, 2023Jul 26, 2023
Leslie Lynette Davis SchoenhoferAlphastar Capital Management independent RIAMulholland Wealth Advisors, LLC mixed wealthRIA to RIAJun 30, 2023May 25, 2023
Alan Tin-Lo ChuAlphastar Capital Management independent RIAAcrylic Financial, Inc. independent RIARIA to RIAMay 15, 2023May 18, 2023
David Leon CoweeAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 22, 2022
Jarrod Paul NullAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 22, 2022
Lukas Ray SmithAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 21, 2022
Jeffrey Pierce AtchisonAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 22, 2022
Patrick Joseph WehrlyAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 22, 2022
David Orlando PerezAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 21, 2022
Chad Clayton WoodAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 20, 2023Dec 22, 2022
Darwin Douglas JohnsonAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherApr 19, 2023Dec 20, 2022
Amanda Mchugh StilwellAlphastar Capital Management independent RIAThe Wealth Boutique independent RIARIA to RIAApr 19, 2023Apr 18, 2023
John Fulton EvansAlphastar Capital Management independent RIASageguard Financial Group, LLC no RAUMOtherMar 28, 2023Jan 23, 2023
Steven Thomas DuplainAlphastar Capital Management independent RIAPlanmember Securities Corporation independent RIARIA to RIAMar 9, 2023Mar 9, 2023
George Armand AmedoreAlphastar Capital Management independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankFeb 6, 2023Feb 6, 2023
Edward Philip SchuhAlphastar Capital Management independent RIAInception Financial Services state registeredRIA to a state-registered adviserJan 25, 2023Oct 23, 2023 (271 d)
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160 moves match.