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 Center Street Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Kenneth James New | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2023 | Oct 12, 2023 |
| David Alexander Narish | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2023 | Jan 5, 2026 (781 d) |
| Morgan Darby Hill | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2023 | Mar 31, 2023 |
| Anthony Michael Hanley | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2023 | Jan 31, 2023 |
| Darryl Jerome Fyall | Center Street Advisors, Inc. independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2023 | Oct 10, 2023 |
| Scott Eric Beaty | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2023 | Apr 3, 2023 |
| Robin Michael Slaughter | Center Street Advisors, Inc. independent RIA | Royal Fund Management, LLC independent RIA | RIA to RIA | Aug 31, 2023 | Jan 9, 2026 (862 d) |
| Roy Alvin Williams | Center Street Advisors, Inc. independent RIA | Kcd Financial, Inc. independent RIA | RIA to RIA | Aug 7, 2023 | Aug 23, 2023 |
| Thomas Samuel Lisk | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 13, 2023 | Jul 13, 2023 |
| David Kent Prewette | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2023 | Apr 4, 2023 |
| Daniel Joseph Roemerman | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2023 | Jul 12, 2023 |
| Kurt Walter Sergiewich | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2023 | Jul 12, 2023 |
| Christopher Brian Jones | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2023 | Jul 20, 2023 |
| James Joseph Toddy | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2023 | Apr 20, 2023 |
| Charles Gregory Majors | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2023 | Apr 18, 2023 |
| Amy White Widener | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2023 | Jun 27, 2023 |
| Billy James Aycock | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2023 | Mar 10, 2021 |
| Kevin James Leblanc | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 22, 2023 | Mar 31, 2023 |
| Michael Martin Mirich | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 22, 2023 | Mar 31, 2023 |
| Timothy Michael Eckel | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 21, 2023 | Apr 3, 2023 |
| Paul Clayton Conner | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2023 | Jun 20, 2023 |
| Joshua Thornhill | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2023 | Apr 3, 2023 |
| Tiffany Coyle Noto | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2023 | Jun 16, 2023 |
| Jeff Pietryla | Center Street Advisors, Inc. independent RIA | Geowealth Management LLC independent RIA | RIA to RIA | Jun 13, 2023 | Jul 24, 2026 (1137 d) |
| Joshua M. Moody | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Mar 31, 2023 |
| Matthew David Canter | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Mar 31, 2023 |
| Susan D Marshall | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Apr 5, 2023 |
| Richard Scott Toban | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Mar 31, 2023 |
| Adam B Wright | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Apr 21, 2023 |
| Rachel Joy Baker | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Aug 1, 2023 (49 d) |
| Kelsey Andrea Narish | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Mar 31, 2023 |
| David Lee Roberts | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Apr 20, 2023 |
| Christian Alexander Bulla | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Jan 24, 2022 |
| Cameron Peter Natour | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Jan 16, 2025 (583 d) |
| Richard Andrew Borba | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Mar 31, 2023 |
| James Edward Van Meter | Center Street Advisors, Inc. independent RIA | Realta Investment Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2023 | Jan 26, 2024 (269 d) |
| Trent Vernon Speckman | Center Street Advisors, Inc. independent RIA | Regal Investment Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2023 | May 9, 2023 (39 d) |
| Christopher John Picciurro | Center Street Advisors, Inc. independent RIA | Cabin Advisors, LLC independent RIA | RIA to RIA | Mar 29, 2023 | Aug 18, 2023 (142 d) |
| Richard L Atha | Center Street Advisors, Inc. independent RIA | Waterrock Wealth Management independent RIA | RIA to RIA | Jan 23, 2023 | May 11, 2023 (108 d) |
| Sarah Louise Gray | Center Street Advisors, Inc. independent RIA | A.G.P / Alliance Global Partners independent RIA | RIA to RIA | Jan 5, 2023 | Jan 5, 2023 |
| William Samuel Borleis | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Dec 5, 2022 |
| Angela Marie Ferrante | Center Street Advisors, Inc. independent RIA | Leonard Advisory Group LLC former | Other | Nov 1, 2022 | Nov 7, 2022 |
| Thomas Patrick Smith | Center Street Advisors, Inc. independent RIA | Capital Markets Iq, LLC independent RIA | RIA to RIA | Sep 8, 2022 | Aug 12, 2022 |
| Joshua Thomas Leonard | Center Street Advisors, Inc. independent RIA | Leonard Advisory Group LLC former | Other | Aug 8, 2022 | Jul 15, 2022 |
| Ian Matthew Johnson | Center Street Advisors, Inc. independent RIA | Capital Markets Iq, LLC independent RIA | RIA to RIA | Jun 15, 2022 | May 26, 2022 |
| Dillon Dee Hall | Center Street Advisors, Inc. independent RIA | Emerson Equity LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2022 | Apr 27, 2022 |
| Bret James Robertson | Center Street Advisors, Inc. independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Mar 4, 2022 | Mar 3, 2022 |
| Stanley Daniel Stanek | Center Street Advisors, Inc. independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Feb 28, 2022 | Sep 26, 2023 (575 d) |
| Jordan T Lollis | Center Street Advisors, Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jan 18, 2022 | Feb 14, 2022 |
| William Richard Jontz | Center Street Advisors, Inc. independent RIA | Centaurus Financial, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 3, 2022 | Jan 4, 2022 |
| Robert Lloyd Annable | Center Street Advisors, Inc. independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2021 | Mar 3, 2021 |
| Andrew John Dinkelmeyer | Center Street Advisors, Inc. independent RIA | Realta Investment Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2021 | Aug 4, 2021 |
| Dustin Wayne Terry | Center Street Advisors, Inc. independent RIA | Clear Harbor Wealth Management state registered | RIA to a state-registered adviser | Apr 22, 2021 | Feb 24, 2021 |
| Soumit Sarkar | Center Street Advisors, Inc. independent RIA | Ic Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2021 | Feb 4, 2021 |
| Richard Andrew Borba | Center Street Advisors, Inc. independent RIA | Lifepro Asset Management independent RIA | RIA to RIA | Oct 26, 2020 | Oct 27, 2020 |
| David Kevin Seitzer | Center Street Advisors, Inc. independent RIA | Simplicity Wealth independent RIA | RIA to RIA | Sep 28, 2020 | Oct 14, 2020 |
| Norman David Eccarius | Center Street Advisors, Inc. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 20, 2020 | Nov 13, 2023 (1180 d) |
| Vincent Keith Annable | Center Street Advisors, Inc. independent RIA | Wealth Strategies Advisory Group unclassified | Other | Jun 15, 2020 | Jun 3, 2020 |
| Wayburn Allen Costellow | Center Street Advisors, Inc. independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 10, 2020 | Jun 10, 2020 |
| Rick David Martinez | Center Street Advisors, Inc. independent RIA | Retirement Wealth Management unclassified | Other | Mar 10, 2020 | Nov 5, 2020 (240 d) |
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84 moves match.