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 Aveo 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Keys Ericson Tinney | Aveo Capital Partners, LLC independent RIA | Blue Sky Asset Management, LLC asset manager | Other | Oct 2, 2025 | Aug 14, 2019 |
| Patrick Sean Henderson | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 9, 2025 |
| John Norman Dalton | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 8, 2025 |
| Brian Patrick Rorick | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 8, 2025 |
| Dana Fambrough Bath | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 8, 2025 |
| Michael Walter Beermann | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 8, 2025 |
| Robert Bryan Douglas | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 9, 2025 |
| Marsha Newman Nuttall | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jan 6, 2026 (96 d) |
| Ashli B Collins | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 9, 2025 |
| Jonathan Erik Adams | Aveo Capital Partners, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Jul 9, 2025 |
| Benjamin Troy Warwick | Aveo Capital Partners, LLC independent RIA | Sovereign Private Equity Management, LLC other | Other | Oct 1, 2025 | Jan 24, 2023 |
| Chad Aaron Williams | Aveo Capital Partners, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2025 | Aug 14, 2025 |
| Natalie Margaret Neaton | Aveo Capital Partners, LLC independent RIA | Dmk Advisor Group, Inc. independent RIA | RIA to RIA | Oct 1, 2025 | May 29, 2014 |
| Brian R Eller | Aveo Capital Partners, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2025 | Aug 26, 2025 |
| Christopher Scott Hillier | Aveo Capital Partners, LLC independent RIA | Expand Financial, LLC institutional | Other | Oct 1, 2025 | May 27, 2025 |
| Zachary Joseph Heath | Aveo Capital Partners, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2025 | Aug 26, 2025 |
| Alexander Grant Cameron | Aveo Capital Partners, LLC independent RIA | Legacy Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2025 | Mar 3, 2025 |
| Rex Charles Emery | Aveo Capital Partners, LLC independent RIA | Legacy Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2025 | Mar 3, 2025 |
| Melissa Ann Wagner | Aveo Capital Partners, LLC independent RIA | Dmk Advisor Group, Inc. independent RIA | RIA to RIA | Apr 1, 2025 | Jan 5, 2022 |
| Andrew Todd Feldman | Aveo Capital Partners, LLC independent RIA | Legacy Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2025 | Mar 3, 2025 |
| James Lee Booth | Aveo Capital Partners, LLC independent RIA | Legacy Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2025 | Mar 3, 2025 |
| Kenneth Reid Senour | Aveo Capital Partners, LLC independent RIA | Legacy Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2025 | Mar 3, 2025 |
| Tanner L. Cameron | Aveo Capital Partners, LLC independent RIA | Legacy Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2025 | Mar 3, 2025 |
| Chris Matthew Rebich | Aveo Capital Partners, LLC independent RIA | Toro West Capital Advisors no RAUM | RIA to a newly registered adviser | Jul 10, 2024 | Jul 9, 2024 |
| Jeremy Michael Shevlin | Aveo Capital Partners, LLC independent RIA | Toro West Capital Advisors independent RIA | RIA to RIA | Jul 10, 2024 | Dec 17, 2025 (525 d) |
| Tami C Carroll | Aveo Capital Partners, LLC independent RIA | Bsw Wealth Partners independent RIA | RIA to RIA | Dec 9, 2019 | Sep 4, 2019 |
| Dean Douglas Dowson | Aveo Capital Partners, LLC independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 25, 2018 | Apr 5, 2018 |
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27 moves match.