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.

AdvisorFromToTypeLeftRegistered
Vincent Anthony TizonoVirtue Capital Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJul 2, 2019Jun 28, 2019
Patrick Michael KaiserVirtue Capital Management, LLC independent RIARoyal Fund Management, LLC independent RIARIA to RIAJul 1, 2019Jun 27, 2019
Jason M CilloVirtue Capital Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJun 18, 2019Jun 14, 2019
Jimmy Dale LongVirtue Capital Management, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJun 12, 2019May 23, 2019
Paul Allan DyerVirtue Capital Management, LLC independent RIAOptivise Advisory Services LLC no RAUMRIA to a newly registered adviserJun 10, 2019Oct 23, 2019 (135 d)
Stacey Dean AndresVirtue Capital Management, LLC independent RIAOptivise Advisory Services LLC no RAUMRIA to a newly registered adviserJun 3, 2019May 31, 2019
James Robert LyterVirtue Capital Management, LLC independent RIAWellington Adams Investment Advisory, LLC state registeredRIA to a state-registered adviserFeb 27, 2019Apr 17, 2019 (49 d)
Denise Alene GraceVirtue Capital Management, LLC independent RIAAlphastar Capital Management independent RIARIA to RIAFeb 14, 2019Feb 14, 2019
Nickie Todd DallyVirtue Capital Management, LLC independent RIABlueprint Wealth Partners, LLC unclassifiedOtherJan 18, 2019Jan 5, 2019
Michael James SteeleVirtue Capital Management, LLC independent RIAImg Wealth Management, Inc. independent RIARIA to RIAJan 3, 2019Jan 29, 2019
David P MacinoVirtue Capital Management, LLC independent RIAMacino Financial, LLC state registeredRIA to a state-registered adviserNov 30, 2018Nov 2, 2018
Anthony Wayne SheffieldVirtue Capital Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 19, 2018Jan 1, 2026 (2631 d)
Hunt Stephens TaylorVirtue Capital Management, LLC independent RIATransamerica Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2018Oct 17, 2018
Blake Moran CampbellVirtue Capital Management, LLC independent RIALifepro Asset Management independent RIARIA to RIASep 14, 2018Sep 26, 2018
Laura Helen StoverVirtue Capital Management, LLC independent RIAPanthrex Asset Management LLC independent RIARIA to RIAMay 24, 2018May 24, 2018
Michael Emmett WilliamsVirtue Capital Management, LLC independent RIAPanthrex Asset Management LLC independent RIARIA to RIAApr 20, 2018Apr 24, 2018
Stephen June TingVirtue Capital Management, LLC independent RIAFoundations Investment Advisors LLC otherOtherJan 25, 2018Feb 9, 2018
Robert Travis EvansVirtue Capital Management, LLC independent RIABrookstone Capital Management LLC otherOtherJan 23, 2018Jan 31, 2018
Rory Kyle DavisVirtue Capital Management, LLC otherPanthrex Asset Management LLC otherOtherSep 14, 2017Oct 12, 2017
Scott Dwane WalkerVirtue Capital Management, LLC otherIams Wealth Management, LLC no RAUMOtherMay 22, 2017May 25, 2017
Michael I HepnerVirtue Capital Management, LLC otherGlobal Financial Private Capital, Inc. otherOtherMar 28, 2017Mar 30, 2017
Susan Marguerite McbournieVirtue Capital Management, LLC otherFoundations Investment Advisors LLC otherOtherFeb 2, 2017Feb 3, 2017
Angelica RoxasVirtue Capital Management, LLC otherKuhn Capital Partners independent RIAOtherJan 3, 2017Jun 6, 2018 (519 d)
Constantine George BurlosVirtue Capital Management, LLC otherCorecap Advisors otherOtherNov 30, 2016Jan 11, 2017 (42 d)
Sam Gene CookVirtue Capital Management, LLC otherAlphastar Capital Management otherOtherNov 11, 2016Nov 15, 2016
Patti L LerchVirtue Capital Management, LLC otherGuidedquest, LLC state registeredOtherJun 3, 2016Jun 24, 2016
Nora Lake HartquistVirtue Capital Management, LLC otherGuidedquest, LLC state registeredOtherJun 2, 2016Jun 3, 2016
Michael Ray WallinVirtue Capital Management, LLC otherPanthrex Asset Management LLC no RAUMOtherFeb 22, 2016Nov 5, 2015
Dale Edward WondisfordVirtue Capital Management, LLC otherGradient Advisors, LLC independent RIAOtherJan 27, 2016Jun 22, 2023 (2703 d)
Steve M ShymanVirtue Capital Management, LLC otherBrookstone Capital Management LLC otherOtherNov 30, 2015Nov 30, 2015
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90 moves match.