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 Capital Investment Advisors, 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 |
|---|---|---|---|---|---|
| Tanner John Sterk | Capital Investment Advisors, LLC independent RIA | Wela Strategies, Inc. independent RIA | RIA to RIA | Jun 29, 2026 | Aug 5, 2025 |
| Jackson Miles Dorris | Capital Investment Advisors, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Feb 2, 2026 | Feb 24, 2026 |
| Thomas Joseph Collins | Capital Investment Advisors, LLC independent RIA | Maiden Cove Capital independent RIA | RIA to RIA | Jan 9, 2026 | Jan 15, 2026 |
| Justin Dequan Brown | Capital Investment Advisors, LLC independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | Aug 19, 2025 | Aug 29, 2025 |
| Thomas Oakley Moore | Capital Investment Advisors, LLC independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | Mar 19, 2024 (35 d) |
| Dillon Matthew Widdows | Capital Investment Advisors, LLC independent RIA | Accelerated Wealth Advisors LLC independent RIA | RIA to RIA | Dec 14, 2023 | Jan 22, 2024 (39 d) |
| Miguel Ortigao | Capital Investment Advisors, LLC independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2019 | Jul 24, 2019 (51 d) |
| Todd Jason Trusso | Capital Investment Advisors, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jun 27, 2018 | Feb 7, 2023 (1686 d) |
| Howard Paul Alpern | Capital Investment Advisors, LLC other | Cpa Wealth Advisors, LLC state registered | Other | Sep 6, 2013 | Jan 6, 2014 (122 d) |
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9 moves match.