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 Trutoro

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
Rebecca Gail MurdochTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankApr 15, 2026Jan 6, 2026
Gary Thomas SeibelTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankApr 15, 2026Jan 1, 2026
David Vincent DerosaTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankApr 15, 2026Dec 23, 2025
John-Paul DavisTrutoro independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2026Jan 28, 2026
Bradley Thomas GossTrutoro independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2026Jan 28, 2026
Mitchum Wilhite TapsonTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2026Jan 7, 2026
Daniel Lucas DickersonTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2025Dec 15, 2025
Ronald Herbert BrutonTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2025Dec 19, 2025
Jeffrey Scott FountainTrutoro independent RIAFountain Financial & Tax state registeredRIA to a state-registered adviserDec 18, 2025Jan 1, 2026
Terry Lucas MintonTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankDec 10, 2025Dec 5, 2025
Jim Donald LeonardTrutoro independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankDec 6, 2025Dec 10, 2025
Broc Stuart HartTrutoro independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2025Jul 3, 2025
Joe Allen JustusTrutoro independent RIARetirepath Wealth, LLC state registeredRIA to a state-registered adviserDec 31, 2024Jan 2, 2025
Townsend Phillip PhippsTrutoro independent RIARiverland Wealth Management state registeredRIA to a state-registered adviserJan 31, 2024Jan 31, 2024
Kenneth C. KincadeTrutoro independent RIAPaladin Investment Advisors state registeredRIA to a state-registered adviserJul 9, 2021Aug 17, 2021 (39 d)
Marshall David ButlerTrutoro independent RIAPaladin Investment Advisors state registeredRIA to a state-registered adviserJul 9, 2021Jul 26, 2021
Garret BensonTrutoro independent RIAPaladin Investment Advisors state registeredRIA to a state-registered adviserJul 9, 2021Jul 26, 2021
Michael Anthony MillardTrutoro independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2018Sep 12, 2019 (255 d)
Michael John BrandoneTrutoro independent RIAAsset Allocation Strategies, LLC independent RIARIA to RIADec 13, 2018Jan 3, 2019
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19 moves match.