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 Virtue Capital Management, 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 |
|---|---|---|---|---|---|
| Kellen Blaise Beard | Virtue Capital Management, LLC independent RIA | United Advisor Group independent RIA | RIA to RIA | Aug 28, 2026 | Aug 28, 2026 |
| Richard Edward Oberuc | Virtue Capital Management, LLC independent RIA | Empirical Asset Management, LLC independent RIA | RIA to RIA | Jul 1, 2026 | Jul 1, 2026 |
| Philip Gabriel Nehro | Virtue Capital Management, LLC independent RIA | Empirical Asset Management, LLC independent RIA | RIA to RIA | Jul 1, 2026 | Jul 9, 2026 |
| Matthew Raymond Hisey | Virtue Capital Management, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jun 22, 2026 | Jul 9, 2026 |
| Michael L Wurster | Virtue Capital Management, LLC independent RIA | Advisor Share Wealth Management, LLC independent RIA | RIA to RIA | Apr 27, 2026 | Aug 4, 2026 (99 d) |
| Kevin Murray Smith | Virtue Capital Management, LLC independent RIA | Simplicity Wealth mixed wealth | RIA to RIA | Mar 23, 2026 | Mar 30, 2026 |
| Michael Alexander Watkins | Virtue Capital Management, LLC independent RIA | Truvestments Capital LLC independent RIA | RIA to RIA | Nov 24, 2025 | Dec 22, 2025 |
| Brian Jay Bewley | Virtue Capital Management, LLC independent RIA | Aligned Wealth Solutions, LLC state registered | RIA to a state-registered adviser | Mar 12, 2025 | Mar 19, 2025 |
| John Theodore Kozak | Virtue Capital Management, LLC independent RIA | Advisor Share Wealth Management, LLC independent RIA | RIA to RIA | Jan 23, 2025 | Feb 20, 2025 |
| Christian Paul Von Allmen | Virtue Capital Management, LLC independent RIA | Bonsai Advisors LLC state registered | RIA to a state-registered adviser | Nov 8, 2024 | Dec 17, 2024 (39 d) |
| Ian Reid Maxwell | Virtue Capital Management, LLC independent RIA | Reviresco Wealth Advisory LLC state registered | RIA to a state-registered adviser | Jun 28, 2024 | Jan 16, 2026 (567 d) |
| Michael John Falco | Virtue Capital Management, LLC independent RIA | Falco Wealth Management state registered | RIA to a state-registered adviser | May 15, 2024 | May 15, 2024 |
| Steven Ralph Anderson | Virtue Capital Management, LLC independent RIA | Bcd Advisors state registered | RIA to a state-registered adviser | Apr 12, 2024 | Apr 12, 2024 |
| Scott Edward Stooksbury | Virtue Capital Management, LLC independent RIA | Cfg Retirement independent RIA | RIA to RIA | Mar 19, 2024 | Mar 25, 2024 |
| Andrew Steven Heifer | Virtue Capital Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 12, 2024 | Feb 9, 2024 |
| Diane Brewer | Virtue Capital Management, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Jan 9, 2024 | Jan 4, 2024 |
| Kurtis Wesley Barnett | Virtue Capital Management, LLC independent RIA | Gibbs Wealth Management, LLC independent RIA | RIA to RIA | Dec 8, 2023 | Dec 21, 2023 |
| Gregory Miles Babcock | Virtue Capital Management, LLC independent RIA | Gibbs Wealth Management, LLC independent RIA | RIA to RIA | Nov 3, 2023 | Jan 1, 2025 (425 d) |
| Ronald Scott Staton | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Oct 30, 2023 | Nov 2, 2023 |
| Cole Harrison Staton | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Oct 30, 2023 | Oct 31, 2023 |
| Nathan L Clark | Virtue Capital Management, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Sep 11, 2023 | Sep 19, 2023 |
| Lester Joseph Robinson | Virtue Capital Management, LLC independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2023 | Jun 1, 2023 |
| James Dennis Underwood | Virtue Capital Management, LLC independent RIA | Aspen Creek Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 24, 2023 | Aug 6, 2025 (866 d) |
| Patrick Michael Mueller | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 23, 2023 |
| Terri Lynn Collymore | Virtue Capital Management, LLC independent RIA | Brookstone Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 31, 2023 | Feb 6, 2023 |
| Richard John Luckow | Virtue Capital Management, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Oct 4, 2022 | Oct 7, 2022 |
| Jeremy Nathan Pizzolato | Virtue Capital Management, LLC independent RIA | Aan Wealth Advisors LLC state registered | RIA to a state-registered adviser | Jul 19, 2022 | Jun 25, 2024 (707 d) |
| Richard Roy Kirk | Virtue Capital Management, LLC independent RIA | Peace Of Mind Wealth Management independent RIA | RIA to RIA | Jun 8, 2022 | Jun 14, 2022 |
| William Stephen Glover | Virtue Capital Management, LLC independent RIA | Api Financial Advisors, LLC no RAUM | Other | Jan 13, 2022 | Aug 13, 2020 |
| Jamilah Mccluney | Virtue Capital Management, LLC independent RIA | Blue Ocean Capital Management, LLC unclassified | Other | Aug 4, 2021 | Aug 18, 2021 |
| Spenser Thomas Vago | Virtue Capital Management, LLC independent RIA | Advisor Share Wealth Management, LLC independent RIA | RIA to RIA | Aug 2, 2021 | Jun 12, 2023 (679 d) |
| Brandon Webster Morgan | Virtue Capital Management, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 26, 2021 | Jul 23, 2021 |
| Charles Henry Trakas | Virtue Capital Management, LLC independent RIA | Redwood Private Wealth no RAUM | RIA to a newly registered adviser | Jul 2, 2021 | Jul 2, 2021 |
| Harvey I Spira | Virtue Capital Management, LLC independent RIA | Prescap Advisors LLC unclassified | Other | Apr 27, 2021 | Dec 23, 2020 |
| Jonathon Edward Armstrong | Virtue Capital Management, LLC independent RIA | Facet independent RIA | RIA to RIA | Apr 27, 2021 | Jun 8, 2021 (42 d) |
| Lori Ann Day | Virtue Capital Management, LLC independent RIA | Blue Ocean Capital Management, LLC unclassified | Other | Apr 21, 2021 | Jan 14, 2021 |
| John Solyman | Virtue Capital Management, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Apr 13, 2021 | May 13, 2021 |
| Renee Elizabeth Lucas | Virtue Capital Management, LLC independent RIA | Summit Capital Solutions LLC other | Other | Apr 7, 2021 | Oct 4, 2016 |
| Yuerg Theodor Eichmann | Virtue Capital Management, LLC independent RIA | Swiss American Asset Management state registered | RIA to a state-registered adviser | Mar 23, 2021 | Sep 30, 2020 |
| John Hanby Foard | Virtue Capital Management, LLC independent RIA | Crown Private Wealth, LLC state registered | RIA to a state-registered adviser | Mar 5, 2021 | Feb 16, 2021 |
| William Neal Kearney | Virtue Capital Management, LLC independent RIA | Crown Private Wealth, LLC state registered | RIA to a state-registered adviser | Mar 5, 2021 | Feb 9, 2021 |
| R. Alan Kirby | Virtue Capital Management, LLC independent RIA | Ridgebrooke Capital Management LLC state registered | RIA to a state-registered adviser | Feb 17, 2021 | Dec 18, 2020 |
| David Robert Montermini | Virtue Capital Management, LLC independent RIA | Corecap Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2021 | Feb 7, 2021 |
| Joseph James Puetz | Virtue Capital Management, LLC independent RIA | Acrylic Financial, Inc. independent RIA | RIA to RIA | Jun 26, 2020 | Aug 13, 2021 (413 d) |
| Kyle Ciotti | Virtue Capital Management, LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2020 | Aug 25, 2020 (70 d) |
| Kenneth Eugene Plummer | Virtue Capital Management, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | May 19, 2020 | Jul 17, 2020 (59 d) |
| Mark Richard Mogle | Virtue Capital Management, LLC independent RIA | Paller Financial Services, Inc. independent RIA | RIA to RIA | May 6, 2020 | Aug 6, 2020 (92 d) |
| Richard Bedford Spencer | Virtue Capital Management, LLC independent RIA | Aegis Wealth Management, Inc. independent RIA | RIA to RIA | Apr 30, 2020 | May 5, 2020 |
| Timothy Edward Meyer | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Apr 22, 2020 | May 19, 2020 |
| Shaun Michael Clearwater | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Apr 1, 2020 | Jun 2, 2020 (62 d) |
| Yvette Spillman | Virtue Capital Management, LLC independent RIA | Optivise Advisory Services LLC no RAUM | RIA to a newly registered adviser | Mar 27, 2020 | Mar 26, 2020 |
| Timothy Scott Mayer | Virtue Capital Management, LLC independent RIA | Primeaumayer Financial state registered | RIA to a state-registered adviser | Jan 30, 2020 | Jan 30, 2020 |
| Mark Allen Primeau | Virtue Capital Management, LLC independent RIA | Primeaumayer Financial state registered | RIA to a state-registered adviser | Jan 17, 2020 | Jan 30, 2020 |
| Frank Paul Andrescavage | Virtue Capital Management, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2019 | Sep 30, 2019 |
| Mike T Greiner | Virtue Capital Management, LLC independent RIA | American Elite Advisory state registered | RIA to a state-registered adviser | Sep 26, 2019 | Oct 18, 2019 |
| Ashok S Ramji | Virtue Capital Management, LLC independent RIA | Insight Folios independent RIA | RIA to RIA | Aug 27, 2019 | Sep 27, 2019 (31 d) |
| David Jay Vogel | Virtue Capital Management, LLC independent RIA | Simplicity Wealth no RAUM | RIA to a newly registered adviser | Aug 6, 2019 | Aug 7, 2019 |
| Steven Verlin Wise | Virtue Capital Management, LLC independent RIA | Simplicity Wealth no RAUM | RIA to a newly registered adviser | Aug 1, 2019 | Jul 31, 2019 |
| Jeffrey Ian Mccarty | Virtue Capital Management, LLC independent RIA | Simplicity Wealth no RAUM | RIA to a newly registered adviser | Jul 29, 2019 | Jul 26, 2019 |
| Michael Paul Mall | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jul 8, 2019 | Aug 22, 2019 (45 d) |
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90 moves match.