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 Ten Capital Wealth 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.

AdvisorFromToTypeLeftRegistered
Robert Craig BishoppTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jul 23, 2023
Timothy Mark MitrovichTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
David GordonTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Benjamin KlundtTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Jacob Christian TimmTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Ryan FisherTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Jon Walter HeidemanTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Max BennettTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Sage Noel SwansonTen Capital Wealth Advisors, LLC independent RIAEvergreen Capital Management LLC independent RIARIA to RIANov 21, 2022Dec 12, 2022
Jonna Leigh DamianoTen Capital Wealth Advisors, LLC independent RIALPL Financial LLC independent RIARIA to RIAFeb 16, 2022Sep 14, 2022 (210 d)
Michael James VickermanTen Capital Wealth Advisors, LLC independent RIAVickerman Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 30, 2021Jul 1, 2021
Amy Jo Van LieropTen Capital Wealth Advisors, LLC independent RIAVickerman Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 30, 2021Jul 1, 2021
Stephanie Lee FarrarTen Capital Wealth Advisors, LLC independent RIAIntegrity Financial Strategies state registeredRIA to a state-registered adviserDec 15, 2020Feb 9, 2021 (56 d)
Cassandra Carol CamererTen Capital Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 2, 2020Jul 1, 2019
Ronald Ray KincaidTen Capital Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 19, 2019May 22, 2019
Tyson Samuel BlakeTen Capital Wealth Advisors, LLC otherMeridian Capital Management, LLC unclassifiedOtherNov 11, 2014Oct 22, 2014
John F BevanTen Capital Wealth Advisors, LLC otherCjb Financial Group LLC unclassifiedOtherNov 11, 2014Jul 24, 2013
Kyle Thomas KniggeTen Capital Wealth Advisors, LLC otherMeridian Capital Management, LLC unclassifiedOtherMar 17, 2014Sep 23, 2014 (190 d)
Joshua Michael MastelTen Capital Wealth Advisors, LLC otherTwenty Twenty Investment Advisors, LLC independent RIAOtherAug 9, 2013Mar 30, 2016 (964 d)
Steven T LarsenTen Capital Wealth Advisors, LLC otherCjb Financial Group LLC unclassifiedOtherJul 22, 2013Jun 24, 2013
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20 moves match.