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 Davenport & Company 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 |
|---|---|---|---|---|---|
| Kelley Tyger | Davenport & Company LLC BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2026 | Jul 29, 2026 |
| Max Skirkanich | Davenport & Company LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 13, 2026 |
| Barbour Thornton Farinholt | Davenport & Company LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 18, 2026 |
| Ehan O'Donnell Keator | Davenport & Company LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Mar 19, 2026 (52 d) |
| John William Rader | Davenport & Company LLC BD affiliated | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 2, 2025 |
| William Judson Hendrickson | Davenport & Company LLC BD affiliated | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 2, 2025 |
| Maddie Michelle Watson | Davenport & Company LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2025 | Oct 27, 2025 (67 d) |
| Ralph Townsend Taylor | Davenport & Company LLC BD affiliated | Crews & Associates, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2025 | Apr 25, 2025 |
| Theresa J Manderski | Davenport & Company LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2024 | Dec 15, 2025 (615 d) |
| Gabrielle Elizabeth Poulton | Davenport & Company LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 18, 2023 | Nov 13, 2023 |
| Walker Smithson | Davenport & Company LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2023 | Aug 18, 2023 (123 d) |
| Marie Ramirez | Davenport & Company LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 15, 2023 | Jun 2, 2023 (107 d) |
| Christopher D Walls | Davenport & Company LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2023 | Feb 10, 2023 |
| Bailey Marget Thornton | Davenport & Company LLC BD affiliated | Kinloch Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2023 | Jan 6, 2023 |
| Kathleen Louise Thompson | Davenport & Company LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 14, 2022 | Dec 6, 2022 |
| Lindsey Miller Roberts | Davenport & Company LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2022 | Jun 17, 2022 |
| Karen Lynn Givens | Davenport & Company LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jun 3, 2022 | Jun 18, 2022 |
| Alisa Frenck | Davenport & Company LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2022 | Sep 29, 2022 (121 d) |
| Teri L Reed | Davenport & Company LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 18, 2022 | Jun 2, 2022 (45 d) |
| Alison Leslie Lewis | Davenport & Company LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 4, 2022 | Apr 21, 2022 |
| Kristin Leuschen Hollerith | Davenport & Company LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Feb 11, 2022 | Mar 30, 2022 (47 d) |
| Harrison Grant Everhart | Davenport & Company LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jan 28, 2022 | Feb 24, 2022 |
| Nelson Fisher | Davenport & Company LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2022 | Jul 25, 2022 (203 d) |
| Elizabeth Vickers Absher | Davenport & Company LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Nov 2, 2021 | Nov 30, 2021 |
| Myles Vincent Oliver | Davenport & Company LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2021 | May 3, 2021 |
| David Adam Powers | Davenport & Company LLC BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2020 | Dec 17, 2020 |
| Thomas Ray Gee | Davenport & Company LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2020 | Sep 3, 2020 |
| Dara Beth Day | Davenport & Company LLC BD affiliated | Cardea Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2020 | May 18, 2021 (497 d) |
| William Martin Noftsinger | Davenport & Company LLC BD affiliated | Alpha Omega Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2019 | Jun 26, 2019 |
| Evan Dysart Moog | Davenport & Company LLC BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2019 | May 21, 2019 |
| John Charles Brennan | Davenport & Company LLC BD affiliated | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2019 | Feb 8, 2019 |
| Stephen Winston Noffsinger | Davenport & Company LLC BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2019 | May 29, 2019 (140 d) |
| Edwin James Pinigis | Davenport & Company LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2018 | Aug 24, 2018 |
| George Everett Bond Reveley | Davenport & Company LLC BD affiliated | Alpha Omega Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2018 | Apr 24, 2018 |
| Charles Clement Teden | Davenport & Company LLC BD affiliated | Alpha Omega Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2018 | Apr 24, 2018 |
| Cleighton Lee Hilbert | Davenport & Company LLC other | Alpha Omega Wealth Management, LLC other | Other | Feb 14, 2018 | Feb 8, 2018 |
| Marsha Ann Matthews | Davenport & Company LLC other | Janney Montgomery Scott LLC BD affiliated | Other | Mar 14, 2017 | Aug 26, 2020 (1261 d) |
| Karen Radigan Turner | Davenport & Company LLC other | Cape Investment Advisory, Inc. other | Other | Aug 29, 2016 | Aug 31, 2016 |
| Thomas Broderick Mullins | Davenport & Company LLC other | Thompson Siegel & Walmsley LLC other | Other | Jul 11, 2016 | Aug 15, 2016 (35 d) |
| Elizabeth Mccallum Mclamb | Davenport & Company LLC other | Wells Fargo Advisors wirehouse | Other | May 17, 2016 | May 20, 2016 |
| Scott Lee Abee | Davenport & Company LLC other | Raymond James & Associates, Inc. national BD | Other | Dec 3, 2015 | Nov 30, 2015 |
| John Arthur Robinson | Davenport & Company LLC other | Raymond James & Associates, Inc. national BD | Other | Dec 3, 2015 | Nov 30, 2015 |
| Stephanie Howard Kidd | Davenport & Company LLC other | Raymond James & Associates, Inc. national BD | Other | Dec 3, 2015 | Nov 30, 2015 |
| Ashley Michelle Davis | Davenport & Company LLC other | Bb&T Securities, LLC other | Other | Oct 1, 2015 | Oct 5, 2015 |
| William Justin Mccarthy | Davenport & Company LLC other | Strategic Advisers LLC national BD | Other | Oct 10, 2014 | Jan 3, 2017 (816 d) |
| Jessi Anne Burkey | Davenport & Company LLC other | Bb&T Securities, LLC other | Other | Oct 8, 2014 | Oct 14, 2014 |
| Huntley Gibson Davenport | Davenport & Company LLC other | American Capital Advisory, LLC independent RIA | Other | Sep 15, 2014 | Sep 17, 2014 |
| Shelley A Knight | Davenport & Company LLC other | Wells Fargo Advisors wirehouse | Other | Aug 11, 2014 | Aug 28, 2014 |
| Robert Livingston Wainscott | Davenport & Company LLC other | The London Company Of Virginia other | Other | May 28, 2014 | Jun 9, 2014 |
| Thomas Guyon Mcknight | Davenport & Company LLC other | The London Company Of Virginia other | Other | Mar 28, 2014 | Feb 1, 2018 (1406 d) |
| Kylie Anne Roman | Davenport & Company LLC other | Bb&T Securities, LLC other | Other | Mar 10, 2014 | Mar 14, 2014 |
| Robert Russell Marshall | Davenport & Company LLC other | Tiaa Wealth Investment Management LLC no RAUM | Other | Feb 27, 2014 | Oct 10, 2025 (4243 d) |
| John Christopher Haberlin | Davenport & Company LLC other | Agincourt Capital Management, LLC institutional | Other | Sep 24, 2013 | Dec 11, 2018 (1904 d) |
| Brant Christopher Jones | Davenport & Company LLC other | Thompson Davis Asset Management other | Other | Aug 12, 2013 | Aug 19, 2013 |
| Marion Cosby Kastenbaum | Davenport & Company LLC other | Morgan Stanley wirehouse | Other | Jul 22, 2013 | Sep 3, 2013 (43 d) |
| Lisa Barnett Kern | Davenport & Company LLC other | Wells Fargo Advisors wirehouse | Other | Feb 12, 2013 | Feb 11, 2013 |
| Joel Richard Meeks | Davenport & Company LLC other | Janney Montgomery Scott LLC other | Other | Jan 28, 2013 | Jan 7, 2015 (709 d) |
| Stephen Talbot Spraker | Davenport & Company LLC other | Scott & Stringfellow, LLC other | Other | Nov 28, 2012 | Nov 28, 2012 |
| Sean P Hingley | Davenport & Company LLC other | Wells Fargo Advisors wirehouse | Other | Oct 9, 2012 | Nov 8, 2012 |
| Ralph Townsend Taylor | Davenport & Company LLC other | Securian Financial Services, Inc. other | Other | Sep 14, 2012 | Oct 1, 2012 |
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99 moves match.