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 Telemus Capital, 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
Thomas Edward UberTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 18, 2024
Robert Allen StoneTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 27, 2024
Charlene Grace ReardonTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Lyle Matthew WolbergTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 30, 2024
Matthew John DmytryszynTelemus Capital, LLC independent RIAComposition Wealth, LLC independent RIARIA to RIAMar 21, 2024Apr 17, 2024
Ari David FischmanTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Apr 9, 2024
Lauren Michelle GenuardiTelemus Capital, LLC independent RIAExpressive Wealth LLC no RAUMRIA to a newly registered adviserMar 21, 2024Mar 1, 2024
Trever Matthew HelmsteadTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 19, 2024
Andrew R BassTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 30, 2024
Joshua Saul LevineTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 27, 2024
Brian Patrick BabcockTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 13, 2024
Adam Matthew PawloskiTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Matthew Ross HecklerTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 18, 2024
William Andrew WallbankTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 26, 2024
Robert Nicholas HochkinsTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Matthew John MuellerTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Andrew Douglas HambletonTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 18, 2024
Kyle Patrick DealTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Thomas Arturo MunozTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Natalie Faye GordonTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Ruth Yvonne ImpastatoTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 14, 2024
Mary Faessler BakhausTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Christopher Scott MackenzieTelemus Capital, LLC independent RIASchwartz & Co. otherOtherJun 17, 2021Jun 21, 2021
Mary Meneely WilsonTelemus Capital, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 12, 2020Jan 1, 2025 (1664 d)
Melissa Ann ParkinsTelemus Capital, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2018Mar 18, 2019 (133 d)
Luke M SchilloTelemus Capital, LLC independent RIAOrba Wealth Advisors, LLC independent RIARIA to RIAAug 3, 2018Nov 1, 2018 (90 d)
Jeff Adron CheekTelemus Capital, LLC otherStratos Wealth Advisors LLC no RAUMOtherMar 2, 2017Feb 1, 2017
Charles Edward DabrowskiTelemus Capital, LLC otherStratos Wealth Advisors LLC no RAUMOtherMar 2, 2017Jan 31, 2017
James Michael HouslerTelemus Capital, LLC otherStratos Wealth Advisors LLC no RAUMOtherMar 2, 2017Feb 1, 2017
Todd Andrew GoldmanTelemus Capital, LLC otherWestmount Partners, LLC otherOtherJan 4, 2016Feb 25, 2016 (52 d)
Laura Ann TessmerTelemus Capital, LLC otherOnedigital otherOtherJun 19, 2015Aug 7, 2015 (49 d)
Michael Anthony ContiTelemus Capital, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 14, 2015Apr 14, 2015
Bernard Steven KentTelemus Capital, LLC otherSchechter Investment Advisors, LLC no RAUMOtherJan 3, 2014Jan 3, 2014
John Edward SteinTelemus Capital, LLC otherSchechter Investment Advisors, LLC no RAUMOtherJan 3, 2014Jan 3, 2014
Page 1 of 1
34 moves match.