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 Feltl Advisors

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
Ben GilbertsonFeltl Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankApr 26, 2021Apr 26, 2021
Paul William CochranFeltl Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 10, 2020Aug 7, 2020
Murray Joseph JohnstonFeltl Advisors independent RIAOsaic Institutions, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2019Nov 18, 2019
Benjamin John ScheibeFeltl Advisors independent RIARocket Capital Management, L.L.C. state registeredRIA to a state-registered adviserJan 25, 2019Apr 16, 2019 (81 d)
David Jay GoldenbergFeltl Advisors independent RIAThe Oak Ridge Financial Services Group, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 21, 2018Sep 18, 2018
Robert Eugene LongFeltl Advisors independent RIAThe Oak Ridge Financial Services Group, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 7, 2018Aug 13, 2018
Michelle Ruth DamonFeltl Advisors otherCahill Financial Advisors, Inc. otherOtherFeb 20, 2018Feb 15, 2018
Gregory Paul BlenkushFeltl Advisors otherCahill Financial Advisors, Inc. otherOtherFeb 20, 2018Feb 15, 2018
Christopher J. PavekFeltl Advisors otherVantage Point Wealth Management independent RIAOtherJan 24, 2018Aug 28, 2019 (581 d)
Stephen Pavey MeskanFeltl Advisors otherFourstar Wealth Advisors, LLC otherOtherNov 13, 2017Dec 13, 2017
Gregory Paul GrunstedFeltl Advisors otherVan Clemens Wealth Management, LLC independent RIAOtherJun 29, 2017Mar 23, 2023 (2093 d)
Thomas Mitchel MarshburnFeltl Advisors otherCapital Markets Iq, LLC otherOtherAug 29, 2016Sep 6, 2016
Garryl Weston KeelFeltl Advisors otherThe Oak Ridge Financial Services Group, Inc otherOtherFeb 3, 2016Jan 5, 2016
Jeffrey George WickFeltl Advisors otherCambridge Investment Research Advisors, Inc. otherOtherOct 30, 2015Sep 21, 2015
Matthew Daniel FitchFeltl Advisors otherGreat Valley Advisor Group, LLC otherOtherAug 11, 2015Jun 24, 2015
Patricia Michelle VegaFeltl Advisors otherLPL Financial LLC otherOtherMar 18, 2015Apr 10, 2015
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16 moves match.