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
Kevin DauphineeAlphastar Capital Management independent RIAFiscal Wisdom Wealth Management LLC independent RIARIA to RIAJan 3, 2023Dec 20, 2022
David Doron MehlerAlphastar Capital Management independent RIAAdvisory Services Network independent RIARIA to RIAOct 19, 2022Oct 21, 2022
Michael Howard SpencerAlphastar Capital Management independent RIATucker Asset Management LLC independent RIARIA to RIASep 30, 2022Oct 3, 2022
Sam Gene CookAlphastar Capital Management independent RIAFort Advisors Inc no RAUMOtherSep 7, 2022Sep 8, 2022
Kimsey Allen HollifieldAlphastar Capital Management independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIASep 7, 2022Sep 2, 2022
Andrew Carroll PetersonAlphastar Capital Management independent RIAParadigm Wealth Management independent RIARIA to RIAJul 7, 2022Jul 8, 2022
Grant David DorhoutAlphastar Capital Management independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2022Jul 6, 2022
Travis N LangemeierAlphastar Capital Management independent RIAParadigm Wealth Management independent RIARIA to RIAJun 30, 2022Jul 1, 2022
Kasey Allen ByrdAlphastar Capital Management independent RIACg Advisory Services independent RIARIA to RIAJun 29, 2022Aug 22, 2022 (54 d)
Jimmy Dale LongAlphastar Capital Management independent RIASimplyria Advisor Network independent RIARIA to RIAJun 22, 2022Jul 17, 2023 (390 d)
Gina MazzadraAlphastar Capital Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 4, 2022Jul 21, 2022 (78 d)
Benjamin A FuchsAlphastar Capital Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 4, 2022May 4, 2022
Nicholas Adam BourAlphastar Capital Management independent RIAFiscal Wisdom Wealth Management LLC independent RIARIA to RIAFeb 18, 2022Feb 1, 2022
William Chad McalpinAlphastar Capital Management independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 18, 2022Feb 2, 2022
Robin Michael SlaughterAlphastar Capital Management independent RIACenter Street Advisors, Inc. independent RIARIA to RIAFeb 11, 2022Mar 9, 2022
Daniel Ray KerrAlphastar Capital Management independent RIAWhitestone Capital Management LLC state registeredRIA to a state-registered adviserDec 9, 2021Nov 9, 2021
David Wayne ElizondoAlphastar Capital Management independent RIATfp Management, LLC no RAUMRIA to a newly registered adviserOct 25, 2021May 17, 2021
Drue Scott KampmannAlphastar Capital Management independent RIATfp Management, LLC no RAUMRIA to a newly registered adviserOct 25, 2021May 17, 2021
Thomas Gerald StahleAlphastar Capital Management independent RIATfp Management, LLC independent RIARIA to RIAOct 25, 2021Oct 19, 2021
Jacob Alexander SerfasAlphastar Capital Management independent RIAAttivo Legacy Advisors, LLC state registeredRIA to a state-registered adviserSep 30, 2021Feb 16, 2022 (139 d)
Lawrence Neil LotwinAlphastar Capital Management independent RIAUx Wealth Partners LLC asset managerOtherMay 25, 2021Jul 9, 2021 (45 d)
Michael Kent PetticordAlphastar Capital Management independent RIAPortfolio Medics, LLC independent RIARIA to RIAMay 13, 2021May 3, 2021
Robert Edward DruryAlphastar Capital Management independent RIA7pw Wealth, LLC state registeredRIA to a state-registered adviserMay 13, 2021Feb 19, 2025 (1378 d)
Jeffrey Jozsef TamasAlphastar Capital Management independent RIAPortfolio Medics, LLC independent RIARIA to RIAMay 13, 2021May 19, 2021
Corey J CyrAlphastar Capital Management independent RIAPortfolio Medics, LLC independent RIARIA to RIAMay 13, 2021May 21, 2021
Brooks Hubbell RileyAlphastar Capital Management independent RIAAdvisory Alpha, LLC mixed wealthRIA to RIAApr 23, 2021May 17, 2021
Thomas Brian HayesAlphastar Capital Management independent RIAMilestone Asset Management, LLC independent RIARIA to RIAApr 14, 2021Apr 16, 2021
Richard Todd BakerAlphastar Capital Management independent RIAMilestone Asset Management, LLC independent RIARIA to RIAApr 14, 2021Apr 16, 2021
Michael David AushermanAlphastar Capital Management independent RIAMilestone Asset Management, LLC independent RIARIA to RIAApr 14, 2021Apr 14, 2021
William Walker HamAlphastar Capital Management independent RIABison Wealth, LLC mixed wealthRIA to RIAMar 30, 2021Apr 5, 2021
Kevin James BurtonAlphastar Capital Management independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankFeb 19, 2021May 22, 2023 (822 d)
Derek A MiserAlphastar Capital Management independent RIAMiser Asset Management state registeredRIA to a state-registered adviserJan 4, 2021Jan 1, 2025 (1458 d)
Troy SeilerAlphastar Capital Management independent RIAWells Fargo Investment Institute, Inc. independent RIARIA to RIAApr 9, 2020Mar 24, 2022 (714 d)
Christopher Charles KichurchakAlphastar Capital Management independent RIAIndependence Wealth Advisors, LLC independent RIARIA to RIAApr 9, 2020Dec 5, 2019
Joseph Frank GrimsicAlphastar Capital Management independent RIAIndependence Wealth Advisors, LLC independent RIARIA to RIAApr 9, 2020Jan 26, 2020
Phillip HuffAlphastar Capital Management independent RIAIndependence Wealth Advisors, LLC independent RIARIA to RIAApr 9, 2020Jan 17, 2020
Jonathan HoganAlphastar Capital Management independent RIAKalos Management BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2020Jan 29, 2020
Derek Randall BostianAlphastar Capital Management independent RIAAdvisory Alpha, LLC mixed wealthRIA to RIADec 10, 2019Dec 5, 2019
Jesse Dean GrutzAlphastar Capital Management independent RIAAe Wealth Management, LLC independent RIARIA to RIAOct 23, 2019Oct 17, 2019
Mark Thomas BourgeoisAlphastar Capital Management independent RIAAcrylic Financial, Inc. independent RIARIA to RIAOct 11, 2019Dec 3, 2020 (419 d)
Trevor Charles BattAlphastar Capital Management independent RIARitholtz Wealth Management independent RIARIA to RIASep 19, 2019Apr 15, 2025 (2035 d)
Robert Victor DonovanAlphastar Capital Management independent RIAWoodgreen Advisory, LLC state registeredRIA to a state-registered adviserAug 5, 2019Oct 28, 2021 (815 d)
Armand J DepaulAlphastar Capital Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 20, 2019Apr 17, 2019
Willis Don HeslepAlphastar Capital Management independent RIACpr Investments Inc independent RIARIA to RIAFeb 27, 2019Feb 1, 2019
Denise Alene GraceAlphastar Capital Management independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 29, 2019Jan 18, 2019
Curtis Dean ConeAlphastar Capital Management independent RIACone Advisory Group, Inc. state registeredRIA to a state-registered adviserDec 14, 2018Apr 10, 2023 (1578 d)
David Kevin SeitzerAlphastar Capital Management independent RIACenter Street Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 14, 2018Dec 14, 2018
Linda Marie RobertsAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserApr 12, 2018Apr 5, 2018
Jaime Nicole CowperAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserMar 16, 2018Mar 16, 2018
Nathan NicholsAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserMar 16, 2018Mar 16, 2018
Ronald Arthur MyersAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 27, 2018Feb 27, 2018
Ruth Denise GoldsteinAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 27, 2018Feb 20, 2018
Kevin Michael BucherAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 27, 2018Feb 27, 2018
James Wesley PolingAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 27, 2018Feb 27, 2018
Peter A SamenukAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 27, 2018Mar 15, 2018
Michael Harrison BakerAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 22, 2018Feb 22, 2018
Ross Evan MarynellAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 22, 2018Feb 22, 2018
Gregory Carl MayesAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 16, 2018Feb 15, 2018
Elizabeth Kathleen SkoglundAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 15, 2018Feb 15, 2018
Robert KortAlphastar Capital Management independent RIAPlanners Alliance no RAUMRIA to a newly registered adviserFeb 15, 2018Feb 15, 2018
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160 moves match.